Drawing upon our very substantial experience with administration of trusts of various types, the PMF team strives, first and foremost, to ensure that the trust instrument is thoroughly understood and that the actions we take are scrupulously guided by the settlors’ wishes. Accomplishing this requires a broad and deep understanding of the complexities of marshaling of financial assets, optimization of return enjoyed by those assets while maintaining an appropriately balanced investment portfolio, management of obligations of the trust (including routine bill payment), filing of tax returns and resolution of disputes among trust beneficiaries.
