What is trustee advisory?
Trustee advisory supports individuals and institutions serving as trustees. We help analyze, finance and report on trust assets, so fiduciary decisions are well documented.
Services
How we help
What we help with
- Trust accounting and reporting
- Analysis of real estate and business holdings
- Financing trust-owned property
- Coordination with attorneys and tax preparers
Who we work with
- Individual and family trustees
- Successor trustees new to the role
- Professional fiduciaries
- Attorneys referring clients
How it works
From first review to closing
01
Tell us about it
A short intake or a call. Progress saves as you go.
02
CPA-led underwriting
We analyze the numbers, structure and documents before anything moves forward.
03
Term sheet or placement
On select investor programs, qualifying deals receive a term sheet from us. Other financing is structured and presented to sources in our network.
04
Approval and closing
Final approval, appraisal, title and insurance through funding. Steps vary by program.
Questions
Before you apply
Can a trust borrow?+
Yes. Our investor real estate programs lend to trusts, with lender review of the trust certificate.
Do you provide legal advice?+
No. We work alongside the trust's attorney on the financial and accounting side.
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