CORPORATE & INSTITUTIONAL
Large and Complex Trusts
Managing large and complex trusts requires an experienced, skilled provider to handle the broad range of administrative requirements needed to support your transaction.
Experience guides everything we do
Our consultative approach allows us to establish trusts specific to our clients’ unique needs, in the most efficient manner possible. We analyze operational requirements and then customize services and solutions to support them. Examples include:
- Trust set up, including Delaware statutory trusts and qualified settlement funds (QSF)
- Receipt and distribution of funds
- Investment management
- Financial and tax reporting
- Holding documents and confidential assets
- Beneficiary reporting
- Creation/management of public-facing website
- Secure, cloud-based trust document portal
- Custom forms, processes, and reporting
- One-off solutions
Talk to one of our team members to find out how our position as an experienced, independent trustee has enabled us to service many of the highest profile transactions in recent decades including:
Representative Transactions:
- VW Environmental Mitigation Trust
- GM Unsecured Creditors Trust
- LB Container Terminal Trust
- MF Global Qualified Settlement Fund
- Bank of America Mortgage Modification Trust
- Takata Restitution Fund Trust
Services are available through our domestic and international affiliates. Not all services are available through every domestic and international affiliate or in all jurisdictions.
Contact a specialist
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