Fiduciary Services

FIDUCIARY SERVICES


By having Ameera Group as the Corporate Trustee, our clients have peace of mind knowing that a professional corporate fiduciary is acting in an impartial and objective manner to administer their Trust or Foundation in accordance with all relevant laws and regulations. As a Corporate Trustee, we provide personalized service to the beneficiaries of the Trust while ensuring that the Settlor’s intent is respected and followed.


As part of our fiduciary services, we offer investment of trust assets, review and interpretation of governing instrument provisions, tax preparation services, principal and income accounting, and bill pay services. Our people also specialize in areas including wealth planning strategies, estate and succession planning and accounts.


For more information about Fiduciary services contact one of our Client Relations Managers at office@ameerapw.com