Trustee Services
“Building generational wealth takes time, knowledge and focus. “
Emerging Markets has over 25 years in servicing trustees with a guided hand and prudent advice.
The “Emerging Markets Trustee Solution” was designed to assist trustees in fulfilling their fiduciary duty to the trust and, ultimately, its beneficiaries. This comprehensive solution provides a complete suite of services to assist the trustee with staying compliant and helping to reduce legal exposure.
Our trustee services include:
- Custodial services
- Comprehensive investment services
- Annual fiduciary review
- Comprehensive reporting
- Record keeping
- Annual review of trust terms and structure
- Electronic filing of all trust documents and correspondences
- Transparency with 24-hour account access
- Cash management
- Cost-basis retention and recovery
- Annual tax reporting
Contact us to schedule an appointment.
Emerging Markets do not provide legal or tax advice. Please consult a tax or legal professional regarding your individual situation.
How we tailor your account
Customized
Portfolio
Active Management
Portfolio Management
Asset
Allocation
First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.
Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.
Our Services
FINANCIAL PLANNING
If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.
INVESTMENT ADVISORY
Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.
SAVINGS SOLUTIONS
Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.
CORPORATE SERVICES
We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.
WEALTH MANAGEMENT
We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.
RETIREMENT PLANNING
Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.
OUR TEAM
We’re always strategic and we think outside the lines to bring our clients fresh ideas.
OUR FOCUS
Emerging Markets manages your finances so they don’t manage you. And that equates to complete peace of mind.
OUR APPROACH
We’re an independent, fee-only firm that provides investment advice – always in our clients’ best interests.
RESULT BASED
We focus on your specific needs and represent only the best returns on offer to maximise your wealth building.