Trustee Support Services

Fulfilling your duties as a Trustee is a complex process. Coordinating multiple professionals who provide Investment Management, Tax Compliance and Fiduciary Accounting can be an arduous and time consuming process.

Kennedy Wealth & Tax Management will support you and help you achieve all of your fiduciary responsibilities efficiently.

Rest assured we will not compete with you, as we will never act as Trustee ourselves.

INVESTMENT MANAGEMENT

• In accordance with Uniform Prudent Investor Act, we manage your Trust accounts using Modern Portfolio Theory.
• Tax-Efficient Investments utilizing the research of Nobel Prize winning academics.
• Creation and adherence to a written Investment Policy Statement.
• Investments custodied with TD Ameritrade Institutional.

TAX COMPLIANCE & FIDUCIARY ACCOUNTING

• Preparation of Fiduciary Income Tax Filings.
• Principal and Income Accounting Reports.
• Educational events provided to Co-Trustees and Beneficiaries.
• In-house expertise staffed by CPA, CFP® and EA.

If you are ready to simplify your role as a Professional Trustee, yet deliver an outstanding experience for all of your Trust constituents while maximizing your personal time, please contact us at 203-264-1200.