Trust Administration

Financial Operations

Orchid Island Management Group’s Trust Administration / Financial Operations services meet the needs of Trusts, corporations, small business owners and startups.

Trust Administration / Financial Operations Services

  • Cash Management

  • Financial Reporting

  • Bookkeeping

  • Bill Paying

  • Oversee Management of Assets & Distributions

  • Budgeting
     


 

Trust Administration/Financial Operations Benefits

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

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

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