| |
Family OfficePartnerSM Family office managers and their financial advisors can perform best when they have complete, accurate and timely information about their client’s investment portfolio. That’s why astute family office managers and advisors work with AST Capital Trust. We offer a full range of trustee and fiduciary services for family offices, as well as cashiering and reporting for both trust and non-trust assets. By automating the collection and analysis of data from multiple investment managers and custodians, you can help your client make faster and better investment decisions.
Modeled on our FoundationPartnerSM service, our Family Office PartnerSM services include:Integrating data from multiple custodians into a unified feed that has been normalized to reduce redundancies and errors.
Providing performance reporting for individual accounts and groups of accounts.
Scanning investments statements and providing secure offsite storage of the electronic copies.
Providing custody and safekeeping of assets
Maintaining complete, accurate and current records of all receipts
Handling inflows and outflows of cash, including disbursements and third-party payments (cashiering)
Assisting in establishing trade execution and settlement Find out moreTo learn more about Family Office PartnerSM and the how it can contribute to the efficient management of your client, just click here to contact an AST Capital Trust representative specializing in Institutional Account Services.
|