Comprehensive Administration and Support For Private Family Trust Companies
Florida Fiduciary Support Services LLC supports families from all over the United States in creating and maintaining Family Trust Companies in Florida, including fulfilling the residency and situs requirements of the Florida Family Trust Company Act.
Services include:
- Collaborate with family legal counsel, family-office staff, and other advisors on the development, creation and ongoing operation of Family Trust Companies
- Counsel regarding the statutory requirements to establish a Florida Family Trust Company
- Recommend and implement best practices for ongoing operation of a Family Trust Company
- Provide Florida in-state services:
- Office space
- Document storage
- Local, state, and county licensing, as required
- Online portal document storage
- Mail receipt and forwarding
- Support for annual and quarterly meetings:
- Florida meeting situs
- Document preparation
- Templates – meetings, minutes, resolutions, calendars
- Coordination of meetings and preparation of minutes
- Maintain calendar with annual deadlines
- Establish Florida-situs depository accounts for capital and operating purposes
- Consult regarding insurance coverage and bonding solutions
- Renew licenses annually
- Prepare vendor risk assessments
Florida Fiduciary Support Services LLC does not provide legal advice with respect to any matter.