Dunham Private Trust functions as an outsourced back office solution in leading jurisdictions. Like an external CFO, we manage day-to-day operations including trust accounting, record-keeping and financial reporting.
We work with your trusted legal counsel to draft and implement the operational and investment policies and procedures that align with the needs of each family. Our team ensures ongoing maintenance for robust family governance and philanthropic structures.
As a corporate fiduciary, we bring an element of impartiality to the task of adhering to a family’s goals and objectives and ensuring those goals are effectively communicated through their trust. We provide an additional layer of investment oversight, tax reporting and risk management while assessing ongoing asset protection related issues.