Starboard offers comprehensive trust and asset stewardship services that extend far beyond traditional financial management. Our approach is deeply personalized, recognizing that each family’s financial ecosystem is unique and requires a nuanced, strategic approach to wealth preservation and generational transfer.
Steward of Trust-Related Assets
Starboard can assist in providing trustee and executor services and is available as private co-trustee on a family-by-family basis. We create or modify trusts to help meet current beneficiary needs within trust parameters and utilize trust laws to access non-traditional investments, enhance trust performance and/or income generation. In addition, we will coordinate any trust services such as custody, trust reporting requirements, and corporate trustee as needed on a family-by-family basis.
How We Can Help
We are committed fiduciaries and have built a firm that is dedicated solely to the families we serve. Starboard has eliminated or avoided the conflict of interests inherent with most financial service firms.
Coordination
Coordination and collaboration with corporate trustee and executor services.
Oversight and Reporting
Oversight and reporting of trust investment portfolios with appropriate coordination of overall financial planning, liquidity and tax efficiency
Monitoring
Monitoring of beneficiary payments, tax filings, transactions and holding reports.
Ultimately, we measure our success on whether we are able to help make our clients' lives "better". Our job is to help maximize clients' lives, not necessarily their net worth.
Resources & Insights
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Starboard Commentary, March 2025
An Update from Starboard Advisors In light of the recent market volatility, we thought it would be helpful to send…