- Businesses development:
- Build and promote our international referral network (T&E lawyers, RIAs, CPAs) in major financial centers (New York, Miami, Los Angeles; London, Zurich, Hong Kong)
- Attend and network at financial, legal and estate planning industry events.
- Trust Operations:
- Coordinate investment and distribution activities – interact with families and their trusted advisors to implement investment strategies and manage cash flow
- Assist with new account on-boarding and set-up.
- Coordinate all facets of trust administration -- cash management, tax planning and investment policy implementation.
- Practice Improvement --participate in internal & external training programs to understand, and improve upon, the unique elements of our directed trust business.
- Coordinate directions from investment / discretionary distribution advisors.
- Oversee compliance and tax filing procedures
Coordinate new investment set-up / asset additions