Private Fiduciary & Trustee

Families and individuals with large, complex estates reduce stress, protect their wealth and minimize risk by outsourcing management to Stapleton Group. Our licensed professional fiduciary, trustee, senior advisors, outsourced CEOs, accountants, and property managers carefully manage the family’s estate, businesses, income producing real estate, trusted advisors, and personal interests.

We continually monitor and fulfill needs with changing life events. As needed, we serve as Trustee for Private Fiduciary clients, as well as others.

Professional Management of Your Estate

Stapleton - Private Fiduciary - Graphic

Operating Businesses

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.

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.

Personal Care

Hire and manage integrated team of healthcare providers.

Your Family’s Private Fiduciary-Trustee

Contact us to learn more about our Private Fiduciary services.

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