CONSERVATORS | GUARDIANS | EXECUTORS | TRUSTEES
Fiduciary Services Group
We’re here to listen, help, and execute.
Whether you’re serving as a conservator, guardian, executor, or trustee in a personal or professional capacity, you have a legal responsibility to act for another’s benefit and to manage and protect their assets. HoyleCohen Fiduciary Services Group is here to help you navigate the complexities of custody & financial management.
Our team serves as a trusted partner in managing the investments, finances, and reporting requirements of fiduciary arrangements to ease the burden on you or your staff. Our decades of experience and established industry relationships enable us to provide exemplary service, answers to questions, and streamlined reporting. We deliver customized and personalized solutions so you can feel confident you are fulfilling your fiduciary duties.
We help you manage key pieces of the fiduciary puzzle.
Professional
& Family Fiduciary Services
Professional Fiduciary Companies
Elder, Family, & Estate Attorneys
Court-Appointed Conservators
Individual and Family-Appointed Guardians
An Expert Team on Your Side
At HoyleCohen, we combine our expertise, planning tools and process to help
simplify the challenges of your Fiduciary responsibilities.
Simplify the challenges of
your fiduciary responsibilities
Could you use some help…
- Navigating the complexities of the fiduciary bureaucracy?
- Getting your investment plan court-ready?
- Locating all the financial accounts and knowing who to call with questions?
- Identifying the most efficient ways to move money?
(and knowing who to call to ensure it is done correctly?)
- Satisfying annual reporting requirements?
- Making sense of your client or family member’s estate plan?
- Reviewing asset allocations to ensure you’re getting the most out of the portfolio?
Knowledge Library
Reducing the legwork of marshaling assets by working with you to consolidate accounts with and between custodians into one place, thereby simplifying reporting and cash analysis for each client.
Navigating the Complexities of Custody
& Financial Management
Our experience allows us to simplify the process of taking care of your client or family member’s assets and help you avoid potential bottlenecks or obstacles before they become an issue. We know who to call to get what you need when you need it, and we know where to find the right answers when it comes to…
Investment Management
We provide fiduciary-level, customized portfolio management on a scalable platform that can accommodate all your tax management and cash flow needs—big or small.
Asset Management
Our operational advantages make it easy for you to effectively manage your client or family member’s assets. As a client of the Fiduciary Services Group, you can leverage our processes that are designed to perform a variety of administrative tasks for your accounts: marshaling assets, transferring assets, determining the stepped-up basis for decedent cases, and much more.
Portfolio Analysis
Our portfolio analysis for trusts and estates includes a review of holdings and allocations and their effect on portfolio diversification, as well as tax-efficient options to capture short- and long-term capital gains. Considering long-term care?
Our analysis also includes asset depletion analysis to determine whether care objectives are realistic and affordable.
Account Management
We reduce the legwork of managing your client or family member’s accounts by working with you to:
- Consolidate accounts into one place to simplify reporting and cash analysis
- Establish restricted accounts with custodians to reduce bonding and other fees
- Process distributions from non-restricted accounts and coordinate court authorizations for distributions from restricted accounts
Value-Added Services
We reduce the legwork of managing your client or family member’s accounts by working with you to:
- Consolidate accounts into one place to simplify reporting and cash analysis
- Customized reporting, including Principal & Interest (P&I year-end reporting)
- Comprehensive review and analysis of:
○ Non-standard assets (existing annuities, limited partnerships, etc.)
○ Structured settlements
○ Qualified and non-qualified retirement plans
○ QDROs
○ Division of assets - Providing and preparing required paperwork to facilitate transactions in many non-standard assets
(client authorization required)
PERSONAL. PRACTICAL. PRECISE.
Guidance you can trust.
