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.
Our trustee services include:
- Custodial services through National Financial Services LLC, 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 to schedule an appointment.
KBK Wealth Management and Commonwealth Financial Network® do not provide legal or tax advice. Please consult a tax or legal professional regarding your individual situation.