Fiduciary and Guardianship
At HKG, LLP, we understand the importance of having a financial advisor you can trust. Our experienced team faithfully puts our clients’ needs first in order to successfully protect their wealth and administer their accounts as needed.
Our Fiduciary and Guardianship Services
We offer a full range of fiduciary and guardianship services, including:
- Accurate, efficient trust operations and asset custody
- Expertise in selection and oversight of multiple managers
- Ongoing auditing and regulatory oversight
- Proactive working relationship with legal counsel
- Prepare trust tax returns and maintain tax costs
- Maintain asset titles and inventory
- Ongoing, accurate fiduciary accounting
- Manage marketable and closely held assets
- Exercise of discretion on behalf of beneficiaries
- Delaware and offshore trusts
- Depth of expertise in alternative investments
- Specialization in management of minerals, real estate, family business and farming as well as closely held assets such as limited partnerships
- Blind trusts for government officials and corporate directors
- Investment management consistent with our fiduciary duties to the income and remainder beneficiaries
Guardianship Services
We work to protect and enforce the rights of court ordered guardianships (generally children or disabled adults), protecting the estates of those who are not capable of handling their own responsibilities. We respectfully serve and responsibly manage all assets. Our professionals take the time to listen and understand your concerns and advocate for your loved ones.
As a guardian, we provide the following:
- Pay all bills and ongoing expenses
- Determine overall cash flow requirements and living expenses
- Establish a monthly budget
- Coordinate medical insurance filings and expenditures for medical equipment
- Prepare state and federal income tax returns
- Invest and manage all assets, including real estate