Trust Solution

The FamilyWealth™ Trust Solution offers a trust accounting, operations outsourcing, and custody services. Our trust solutions can be tailored to an organization’s needs, leading to greater efficiencies and optimizations of operating and technology costs. With a modular offering, clients may choose only the capabilities they need – from technology platform, operations and technology outsourcing to custody.

With a complete suite of modular services that incorporate modern technology, automated workflow, extensive flexibility, and the experience of a partner with a proven track record of building client-focused solutions, the FamilyWealth Trust Solution helps mangers increase efficiency, monitor compliance and improve client services:

  • A highly scalable, customizable web-based platform and reporting system that supports all phases of the account administration cycle.
  • Aggregates household level data across wealth management platforms, investment managers, and third-party custodians.