Trust Advisory Services
Whether you are the creator or the beneficiary of a trust, experienced administration is a key to your peace of mind. OSBORN Wealth Management brings over 10 years of experience in working with creators and beneficiaries of living trusts, irrevocable trusts and guardianships.
At SYNERGOS Financial Group, we:
- Coordinate services with your legal counsel, corporate trustee and tax professionals, creating a team of advisors to meet your needs.
- Accept periodically being named as trustee or guardian, or serving to settle your estate.
- Adhere closely to the trust document in order to honor the creator’s wishes.
- Understand the uniqueness of each guardianship estate, providing investment management and cash distributions to meet specific needs.
- Complete required Court Accountings to document our guardianship administration.
