Trustee Services

Building generational wealth takes time, knowledge, and focus. 

KBK Wealth Management has over 25 years in servicing trustees with a guided hand and prudent advice.

The “KBK Trustee Solution” was designed to assist trustees in fulfilling their fiduciary duty to the trust and, ultimately, its beneficiaries. This comprehensive solution provides a complete suite of services to assist the trustee with staying compliant and helping to reduce legal exposure.

Our trustee services include:

  • Custodial services through National Financial Services LLC, a Fidelity Investments company
  • Comprehensive investment services
  • Annual fiduciary review
  • Comprehensive reporting
  • Recordkeeping
  • Annual review of trust terms and structure
  • Electronic filing of all trust documents and correspondences
  • Transparency with 24-hour account access
  • Cash management
  • Cost-basis retention and recovery
  • Annual tax reporting