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Run Your Trusts And Foundations Like Institutions.
Outsourced administration, governance, and coordination for family trusts and private foundations. For families, trustees, and foundation boards.
An Operating Partner For The Entities That Carry Your Legacy.
Trusts and private foundations are built to last for generations — but the administration that keeps them healthy is relentless. Distributions, accountings, investment policy reviews, K-1s, 990-PFs, board minutes, grant due diligence, beneficiary communications, and the cross-checks between every professional involved.
The Trust & Foundation Administrator package gives trustees, board members, and families an outsourced operating partner. We handle the administration, coordinate the professionals, keep the compliance calendar, and make sure the entities actually do what they were designed to do.
Ideal Client
This Engagement Is Right For You If…
Your family operates one or more irrevocable trusts that need active administration.
You run a private foundation and the back-office work has outgrown the founders.
You're a successor trustee taking over a trust without an operating playbook.
Your foundation board needs help with governance, grantmaking discipline, or 990-PF readiness.
Trust accountings, distributions, and K-1s are getting handled inconsistently.
The professionals attached to your trust or foundation don't talk to each other.
What's Included
Inside The Administrator Engagement
Trust Administration
Distribution coordination, beneficiary communications, accountings, K-1 reconciliation, investment policy review, and document/funding verification across each trust.
Foundation Administration
Board governance, minutes, grant due diligence, 5% distribution tracking, expenditure responsibility, investment policy oversight, and 990-PF coordination.
Trustee & Board Support
Meeting preparation, decision frameworks, fiduciary documentation, and the back-office work that lets the trustee or board focus on judgment, not paperwork.
Professional Coordination
Active coordination with the entity's CPA, attorney, custodian, and other trustees — across all entities in the engagement.
Compliance Calendar
A 12-month operating calendar covering accountings, filings, board meetings, distributions, and reviews. No more year-end scrambles.
Consolidated Reporting
Quarterly reporting across each trust and foundation — investment performance, distributions, grantmaking, and balance sheet evolution.
Expected Outcomes
What Outsourced Administration Delivers
Trustees and board members freed from administration to focus on judgment.
A compliance calendar that prevents year-end fire drills and missed filings.
Coordinated investment policy across each entity, with prudent-investor compliance documented.
Distribution and grant decisions made cleanly, with the documentation to support them.
Consolidated reporting across every entity, in one place, every quarter.
A single operating partner accountable for keeping everything in alignment.
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What This Looks Like
A Typical Administrator Engagement
Situation: A successor trustee in Prince George's County inherits responsibility for two irrevocable trusts (~$8.5M combined) and an active family private foundation (~$3M, granting ~$180K/year). The trustee is a busy professional with no prior trust-administration experience.
What we did: Built a 12-month operating calendar for all three entities, took over distribution coordination and beneficiary communications, established a coordinated investment policy across the trusts, restructured the foundation board cadence and grantmaking process, coordinated with the entity CPA on K-1 and 990-PF prep, and produced quarterly consolidated reporting for the trustee.
Outcome: The trustee now reviews and approves rather than chases paperwork. Distributions and grants run on schedule. Compliance is documented. The entities operate institutionally.
Investment
Investment In The Administrator Package
The Administrator package is priced as a flat annual fee, scaled to the number and complexity of entities in the engagement. Disclosed in writing before engagement.
Fee-only engagement. We do not earn commissions on investment recommendations.
Frequently Asked Questions
Common Questions
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
Give Your Trustees And Board The Operating Partner They Need.
Schedule a complimentary 30-minute fit call. We'll review the entities involved and walk through how the engagement would be scoped.