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Family Office & Trustee

Family Office Accounting

Trusted Family Office Services

Shahen Derderian & Associates (SDA) offers family office accounting services to help successful individuals manage their family’s complex financial interests. From coordinating and overseeing your relationships with banks to planning the succession of your assets, we can simplify your family’s financial life, help ensure that your wealth is there to support your family in the future, and plan for the smooth transition of your estate.

Our team can help you establish investment strategies, address complex inheritance issues, create trust funds, form limited partnerships and family foundations –– even educate heirs about financial management. Having an experienced CPA oversee these matters is an easy way to make life less stressful.

Our complete range of family office services include but are not limited to the following:

  • Accounting and Reporting
  • Investment Oversight
  • Estate and Succession Planning
  • Tax Planning and Compliance
  • Risk Management
  • Administrative Services
  • Bill Payment and Booking, Including Domestic Staff

Approach the Future With Confidence

Our family office services can reduce the complexity of daily financial management, help ensure that your estate retains value, structure and oversee the succession of your estate, and more. With us serving as your trusted financial manager, you can have more present peace of mind and approach the financial future with confidence.

For more information about how our firm’s family office services can help simplify and manage your financial management needs, please contact us today to schedule a consultation.


Trustee Services

YOUR SOURCE FOR INDEPENDENT TRUSTEE SERVICES

An independent trustee is a person or an organization that holds assets as a service to a third party. For example, a trustee may oversee your estate for the benefit of your heirs, helping to ensure that your assets are properly managed and passed to successors according to plan. Shahen Derderian & Associates (SDA) provides independent trustee services and can serve as your trustee in this capacity. Every trust must have a fiduciary––which is the trustee to the trust––to administer the trust assets, distribute trust income, and provide an accounting to the beneficiaries among other responsibilities. Independent trustees are important for a trust to run smoothly.

We help bring peace of mind to your financial future through our full range of trustee services, including:

  • Trust Administration
  • Trust Protector Services
  • Special Independent Trustee
  • Fiduciary Expert Witnesses
  • Trust Accounting
  • Investment Policy Creation and Monitoring
  • Distributions to Beneficiaries

Independent Trustee Services for Peace of Mind

With the help of an experienced trustee, a trust can be a great financial option for holding assets and distributing them to third-party beneficiaries of the trust. Trustee services from SDA can greatly reduce the time and complexity of overseeing your trusts. Enjoy more financial peace of mind by letting us ensure that your trusts are impeccably managed.

For more information about specific types of trusts and how our independent trustee services can help you manage them, please contact us today to schedule a consultation.

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