FTC provides the advisory perspective of a fiduciary on many important matters.

  • Short and long term financial goals for individuals and their families
  • Actions that must be taken now and in the future to achieve those goals
  • Tax and other legal considerations that will impact financial goals
  • Fiduciary considerations pertinent to the development of risk sensitive investment strategies
  • Evaluation of specific wealth preservation and transfer strategies and the discipline to modify strategies to accommodate changing circumstances
  • The personal and family values that define the framework within which financial decisions are made and legacies are created

As a corporate fiduciary, FTC is prepared to serve in any of the following capacities, either directly or as agent.

If directly, we will serve as sole fiduciary or jointly with cofiduciaries.

  • Irrevocable trusts, discretionary or directed
  • Revocable trusts
  • Irrevocable life insurance trusts
  • Charitable trusts
  • Structured settlement and special needs trusts
  • Trusts created in connection with nonqualified deferred compensation plans
  • Probate and trust estates
  • Conservatorships
  • Escrows for certain real estate and other business transactions

Through its team of seasoned professionals and collaborative relationships with investment managers, accountants, tax professionals and technology providers, FTC will provide the full array of services and reports associated with the prudent administration of fiduciary accounts.

  • Mandatory and discretionary trust distributions
  • Customized periodic statements and other reports, including online access
  • Consolidated reporting for multiple accounts
  • Income and principal accounting
  • Income projections
  • Statements of capital gains and losses
  • Investment management
  • Investment performance reporting
  • Tax lot accounting
  • Automated collection and posting of interest and dividends
  • Settlement of investment trades
  • Processing of transactions involving mutual funds and other pooled investment vehicles
  • Daily cash sweep
  • Disposition of corporate actions
  • Fiduciary income tax returns, as well as estate and gift tax returns
  • Forms 1099 and K-1
  • Life insurance policy administration
  • Gift processing
  • Preparation of plans of division in connection with partial or complete termination of trusts