Charter Trust provides multi-family office services that may be required or helpful, from time to time, or on a regularly scheduled basis. At Charter Trust, our team approach allows us to offer comprehensive services building on the experience and expertise of the professionals in the firm. Listed below are some of the services we offer:
-
Investment Management of Portfolio
-
Tax Consulting and Preparation
-
Collection and Disbursement of Income
-
Bill Payment
-
Payroll Services
-
All Bookkeeping and Record Maintenance
-
Retirement Planning
-
Insurance Administration
-
Estate Planning
-
Estate Settlement
-
Sale of Real Estate Coordination
-
Custody of and Safekeeping of Account Assets
-
Handling of All Trades, Maturities, Exchanges and Other Principal Changes
-
Private Foundation Services
-
Financial Planning
-
Credit and Deposit Services Coordination
-
Coordination of Family Meetings
-
Concierge Services
-
Annual Tax Information Letter and Tax Preparation of Fiduciary Returns
-
Periodic Meetings with Clients and/or Advisor
-
Monthly Statements of Activity
