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Trust Administration

  • Cash Management
  • Financial Reporting
  • Bookkeeping
  • Bill Paying
  • Oversee Management of Assets & Distributions
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Orchid Island Management Group’s Administrative services meet the needs of a Trust by assuming 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, and estate and tax attorneys.

  • Cost Effective Trust Administration services that remove the burden of administering the Trust from the Trustees
  • Liaison with a professional network of tax, wealth, and accounting advisors to ensure continuity with client objectives

Client Profiles

Trust Client, Toronto, Canada, Cape Cod, MA

Day-to-day management of assets & distributions for Irrevocable Trust. Communicate with wealth managers to review investment performance. Provide periodic financial reports of receipts and expenditures to trustees. Prepare annual budgets. Cash management. Bill paying and liaison with local property managers and service providers.

Trust Client, Miami Beach, FL, Chicago, IL, France

Outsourced administrative family office services for former executive and entrepreneur. Prepare household budgets, pay all operating expenses including multiple residences. Cash management and distribution for personal finances and investments and household expenditures. Liaison with accountants, wealth managers and tax advisors.

Orchid Island Management Group enables clients to free up time to pursue other interests and simplify their lives.

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