Your taxes. Your estate. Your spending and personal financial commitments. All are important issues that must be planned for and managed in the same way that you manage your investments.
We understand this. We also understand your time is valuable. That is why, as part of our regular asset management fees, our Custodianship and Transaction support colleagues can help you with a wide range of services including:
- Trust, gift and inheritance administration
- Co-ordination with legal and other professional firms
- Analysis of financial documents
- Tracking down lost share certificates
- Management and automation of recurring transactions
- Proxy voting on clients behalf
- Advice on charitable contributions, and other philanthropic activities.
Think of our role as the client’s personal financial assistant – relieving the client of the everyday burden of matters ranging from basic financial housekeeping to high-level financial work.
