Administrative Trustee

To accommodate the diverse needs of our clients, Parkside has the ability to offer our administrative trustee services separate from our investment management services.  We are one of a select few trust companies to offer this significant flexibility in services.

 

Under certain circumstances, we are able to work with outside investment advisors and act as an administrative trustee for a trust.  In this role, we carry out the directions and follow the guidelines in the trust agreement, handling the specific circumstances of each request for funds from trust beneficiaries, including distributions, reporting and other fiduciary matters.  Our experts are meticulous in blending legal knowledge, experience and personal service, while garnering appropriate input from family members and professional advisors, to accurately and objectively implement the plan of the grantor.