Stapleton Group’s Private Fiduciary clients are liberated to pursue their personal goals while our licensed professional fiduciary, trustee, senior advisors, outsourced CEOs, accountants, and property managers carefully manage the family’s estate, businesses, trusted advisors, and personal interests.
As needed, we serve as Trustee / Successor Trustee for Private Fiduciary clients, as well as others.
Stapleton Group’s full-service team manages all aspects of clients’ financial, legal, and business needs. We coordinate and collaborate with trusted advisors, including investment managers, CPAs, and lawyers, to ensure clients’ best interests, minimize risk and reduce stress. We continually monitor and fulfill needs with changing life events.
Operating Business Management
From oversight to serving as interim CEO / CFO, pursue the profitable operation of family-owned businesses. Design and implement exit strategies pursuant to client goals.
Wealth Management
Manage and collaborate with trusted advisors including investment managers, attorneys, and accountants to preserve family’s wealth and ensure wealth transfer goals are achieved. Source new providers as needed.
Real Estate Portfolio Management
Manage tenants, leasing, accounting, maintenance and improvements to optimize property values. Design and manage dispositions.
Personal Care
Hire and manage integrated team of home and healthcare providers.
Accounting & Bookkeeping
Manage personal finances, pay bills, review bank activity, provide detailed accounting reports to client, and collaborate with tax accountants for timely filing of tax returns.
Trust Administration
Administer and, if necessary, establish revocable and irrevocable trusts as trustee, working closely with client, beneficiaries, and counsel.
Legal Oversight
Work closely with counsel to resolve disputes and litigation.
Successor Trustee
Manage the administration and settlement of client’s estate after the death or incapacitation of its grantor.
