It’s crucial to understand the distinction between legal counsel advising trustees and the role of a Professional Trustee. While attorneys provide invaluable legal guidance, OMNI 360 Advisors acts as the appointed fiduciary, directly responsible for the meticulous execution of the trust or estate according to its terms. Our primary fiduciary duty is to act solely in the best interests of your beneficiaries, a commitment that underpins every decision we make.
Navigating the complexities of trust administration requires a deep understanding of legal, financial, and tax landscapes. OMNI 360 Advisors provides comprehensive support across all facets of Trust Administration, including:
Effective Asset Management is paramount to preserving and growing the trust’s resources for the benefit of its beneficiaries. OMNI 360 Advisors provides expert oversight of all trust assets, encompassing:
Maintaining strict Tax Compliance is a critical aspect of our fiduciary responsibilities. We work closely with your chosen Certified Public Accountants (CPAs) to:
Transparency and accountability are cornerstones of our service. We provide comprehensive Financial Reporting to beneficiaries, including:
We understand that managing a trust or estate can be an emotional and time-consuming burden for family members. OMNI 360 Advisors offers invaluable Family Assistance by:
In situations where differing opinions or emotions may arise, OMNI 360 Advisors plays a crucial role in Conflict Resolution:
We also recognize the importance of honoring the grantor’s intentions and ensuring beneficiaries understand their legacy. Through Legacy Communication, we aim to:
OMNI 360 Advisors believes in a collaborative approach to wealth management. We actively foster Advisor Collaboration by:
We also manage the necessary financial aspects of trust administration, including Expense Management:
Choosing OMNI 360 Advisors for your Professional Fiduciary Services means partnering with a team dedicated to integrity, expertise, and unwavering commitment. Our dedicated team offers clarity, reduces family burdens, and ensures your wishes are executed with precision and care. We provide the professional guidance and administrative support necessary to navigate the complexities of trusts and estates, ensuring your legacy is managed effectively and your beneficiaries are well-cared for. Contact us today at (609) 452-0889 to explore how our tailored fiduciary services can bring you peace of mind and secure your family’s future.
How we do business – ADV Part 3 – CRS (Please see attached document)
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