SERVICES
At Reliance FSC LLC our objective is to foster multifaceted, long-lasting relationships with families, both as a whole and with the individual members, to help facilitate the achievement of their collective and individual wealth management and transfer goals. By coordinating with ALL the family’s advisors, we serve as the central connection in a team of professionals built to support the family and their unique situations.
Reliance provides private trust companies and their family members with the following types of services:
Facilitates the execution of trust paperwork, the setup of accounts and ongoing administration
Maintains records of assets and liabilities
Tracks and reports cash flows
Generates regular reporting for beneficiaries
Reviews and maintains records of a legal, estate planning and tax nature
Conducts financial planning along with other relevant research
Coordinates with professionals, engaged by the PTC and the family members, be they lawyers, investment advisors, accountants, insurance agents, realtors, management agents or estate planners
Participates in, or facilitates, family meetings