Financial Operations, Trust Administration, Business Consulting by Orchid Island Management Group

 

Trust Administration

Orchid Island Management Group’s (OIMG) Trust Administration services meet the needs of Trusts. OIMG can assume the role of a co-trustee, trustee or administrative trustee. Our services are designed to co-exist with your existing professional network including wealth managers, advisors, other family offices, CPA's, estate and tax attorneys.

Trust Administration 

  • Cash Management

  • Financial Reporting

  • Bookkeeping

  • Bill Paying

  • Oversee Management of Assets & Distributions

  • Budgeting
     


 

Trust Administration Benefits

  • Cost Effective Trust Administration services that remove the burden of administering the Trust from the Trustees
     

  • Liaison with professional network of tax, wealth and accounting advisors to ensure continuity with client objectives