The SimpliTrust Difference.
Family Office Support.
Our team delivers comprehensive, independent, and transparent support tailored to the unique needs of your family office. We provide extensive on-demand analysis of all holdings, strategic oversight for complex private assets, detailed reporting, and assistance with receivables management. Additionally, we coordinate with a trusted network of attorneys, accountants, and consultants to ensure seamless operations. With our impartial approach, you can count on objective oversight that simplifies your family's financial landscape, making your life easier and enhancing your peace of mind.
Holdings Analysis.
At SimpliTrust, our Holdings Analysis service offers a comprehensive evaluation of your family office's structure and performance. We assess all aspects of your assets to ensure they align with your financial goals and overall family objectives. Our detailed analysis identifies potential enhancements and optimizes your family's wealth management strategy, providing you with confidence and clarity in your family's financial administration.
Asset Oversight.
Our Asset Oversight service focuses on managing the diverse assets within your family office, including illiquid investments and privately-held companies. We recognize the complexities of overseeing these unique assets and provide expert strategies to monitor operations and drive performance. With our customized approach, we deliver the guidance and oversight necessary to maximize the value of your family’s investments, enabling you to concentrate on growth and long-term success.
Family Office Reporting.
SimpliTrust's Reporting service keeps you informed about your family office's performance through clear, comprehensive, and timely reports. We consolidate financial statements and performance reviews, simplifying the process of tracking and understanding your family's investments. Our commitment to transparency and accuracy empowers you to make informed decisions and maintain confidence in your family's financial management.
Receivables Management.
SimpliTrust can assist you in evaluating and monitoring loans within your family office. Through our Receivables Management service, we track and assess the performance of your loan assets, ensuring timely repayments and identifying potential risks. Our proactive approach includes detailed analysis and regular updates, providing you with peace of mind that your family's loan investments are managed effectively and securely.
Partner Coordination.
SimpliTrust's Partner Coordination service streamlines collaboration with experts including attorneys, wealth managers, individual private company leaders and accountants. We work to ensure seamless communication and strategic alignment. By integrating their expertise and facilitating clearer communication and reporting, we safeguard your assets and give you the confidence and clarity needed to ensure your overall trust mandate is being met.
SimpliTrust.
Family Office Support, Streamlined.
Need assistance with your family office? Contact SimpliTrust today! Click the button below to get in touch. We look forward to helping you.