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Fiduciary Services Coordination

In addition to serving multiple generations of affluent families, we understand the importance of collaboration with business managers, CPAs, attorneys, and trustees who act as fiduciaries for their clients. To ensure a seamless and transparent wealth management experience, we have developed our Fiduciary Services Coordination process. This process aims to synchronize the efforts of tax and legal professionals and other advisors who guide affluent families. Together, we share a common passion and recognize that working closely as a team is the most effective way to address our mutual clients' fears, anxieties, and life objectives while adding substantial value.

Our comprehensive range of services includes:

  • Virtual Family Office Setup: We assist in establishing a virtual family office, enabling streamlined collaboration among professionals and facilitating a holistic approach to wealth management.
  • Fully Customized Portfolio Design and Development: With meticulous attention to detail, we create personalized investment portfolios tailored to our clients' unique needs, goals, and risk tolerance.
  • Investment Manager Due Diligence and Monitoring: Our dedicated team conducts thorough research and analysis to recommend experienced investment managers with proven track records and a strong commitment to risk management.
  • Investment Policy Statement Development: We assist in crafting an Investment Policy Statement that serves as a guiding document to inform decision-making processes and align investment strategies with our clients' objectives.
  • Asset Class Structuring: Leveraging our expertise, we optimize asset allocation and diversification strategies across various asset classes to maximize returns and manage risk effectively.
  • Aggregation of Data, Accounts, and Documentation: We provide secure 24/7 access to a consolidated view of our clients' financial information, accounts, and important documents, ensuring convenience and efficiency.
  • Facilitation of Proactive Working Relationships: We foster proactive collaboration and maintain strong working relationships with our clients' entire team of advisors and fiduciaries, enabling seamless communication and alignment of strategies.

At The Schoenkin and Lesser Group, our commitment is to deliver exceptional fiduciary services coordination that enhances our clients' financial well-being and enables them to navigate the complexities of wealth management with confidence. With our robust processes, extensive expertise, and unwavering dedication to client success, we strive to exceed expectations and provide unparalleled value.

In our commitment to serving generations of affluent families, the Schoenkin and Lesser Group will coordinate with business managers, CPAs, attorneys, and trustees who serve as fiduciaries for our esteemed clients. Through our Fiduciary Services Coordination process, we have developed a seamless and transparent approach to wealth management that harmonizes with tax and legal professionals and other advisors catering to affluent families. Typically these professionals share our passion and recognition that working closely together to address our mutual clients’ fears anxieties and life objectives is the most effective way to add value.