TRUST SERVICES

DYNAMICALLY MANAGED TRUSTEE SERVICES YOU CAN RELY ON

 
 

AS FEATURED ON:

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TRUST SERVICES

At OpenAir Advisers, we have a wide range of fiduciary services to help you with your financial goals. Whether you need help establishing a trust, a private foundation, arranging estate management or custody services. We can serve as the trustee, co-trustee or agent for the trustee.

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TRUSTEE SERVICES 
EXPLAINED WITH 
CLARITY.

PERSONAL TRUST ADMINISTRATION 

  • Local, personal relationship managers

  • Collection and valuation of assets

  • Payment of expenses and distributions in accordance with trust instruments

  • Management and/or custody of investments

  • Coordination of tax and estate planning execution

CUSTODY SERVICES

  • The collection of dividends, interest and maturities

  • Daily investment of cash balances in taxable and tax-exempt money market accounts

  • Preparation of monthly or quarterly statements

  • Online access to your portfolio

  • Settlement of security transactions

SPECIALTY ASSET MANAGEMENT

  • Real Estate Management

  • Mineral Rights

  • Oil & Gas

  • Multi-Generational Management

  • Client focused strategies

  • By working together we can help preserve and enhance your untraditional assets.

 

WE OFFER THE BEST

COMPREHENSIVE SERVICES
DELIVERED IN CONCERT.
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CONTACT US TO SCHEDULE YOUR ASSESSMENT OR REVIEW

GET ON TRACK WITH YOUR FINANCIAL WELLNESS TODAY.