Trust Administration

  • Cash Management
  • Financial Reporting
  • Bookkeeping
  • Bill Paying
  • Oversee Management of Assets & Distributions

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