rocky rapids

Trust management

“Trusteeship carries not only an obligation to the current beneficiary, but also to those inheriting the trust assets in the future. We help trustees with their fiduciary responsibility of prudent investment policy, proper distribution and communication. In addition, we can help monitor trust activity and work with estate attorneys to ensure the trust is following its purpose and guidelines.”

 Trust Review
  • Assist in developing a statement of trust purpose to communicate to all beneficiaries
  • Prepare Investment Policy Statement to summarize overall investment strategy to match the cash flow and growth objectives of all beneficiaries
  • Provide data forms to collect beneficiary information
  • Develop a trust review process
  • Help establish corporate trustee where necessary


Tools

  • Vault
  • Diagrams of distribution plans
  • Team of advisors
  • Semiannual meetings/conference calls
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