Our Services | Trustee Services

“The KBK Trustee Solution”

Building generational wealth takes time, knowledge and focus. KBK Wealth Management has over 25 years in servicing trustees with a guided hand and prudent advice.

The “KBK Trustee Solution” was designed to assist trustees in fulfilling their fiduciary duty to the trust and, ultimately, its beneficiaries. This comprehensive solution provides a complete suite of services to assist the trustee with staying compliant and helping to reduce legal exposure.

Solution Services Include:

  • Custodial Services through National Financial Services, A Fidelity Investment Company
  • Comprehensive Investment Services
  • Annual Fiduciary Review
  • Comprehensive Reporting
  • Record Keeping
  • Annual review of trust terms and structure
  • Electronic filing of all trust documents and correspondences
  • Transparency with 24 hour account access
  • Cash Management
  • Cost basis retention and recovery
  • Annual tax reporting

Contact us today to schedule an appointment: info@kbkwealth.com


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