Trust Management As a wealth management firm, we feel that we are uniquely positioned to help alleviate the stress and risk that is often associated with acting as either a personal or professional trustee. In conjunction with our custodial partners, we can provide income and expense reporting, dedicated tax preparation and investment policy statement preparation and implementation all in one spot. This allows the personal trustee to focus on simply helping their beneficiaries or allows the professional trustee to remain centered on their core business. Endowment Management In addition to our work with individual clients, Cabot’s investment management approach has also been applied to institutional clients. Charities and endowments, like individual clients and families, often need diversification and a disciplined approach that accounts not only for return but also risks as well. Furthermore, Cabot works with trustees to help mitigate their fiduciary risks by creating a detailed investment policy statement that is consistent with the needs of their particular charity, trust or endowment. We can provide ongoing Investment Policy Statement reviews and performance reporting. Our multiple asset class approach allows us to work with Trustees and Investment Committees to implement either a portion of their allocated assets or the whole endowment. In addition, we can work with these groups to help leverage our own knowledge of the high-net-worth individual to aid in the efforts to raise funds both from their own constituency and outside individuals. |
