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.