Services
Thoughtful support for complex financial lives.
As families grow and their planning becomes more sophisticated, so do the accounting, administrative and coordination responsibilities that come with it. Evergreen Legacy Partners provides ongoing support to help families manage these responsibilities with greater clarity, organization and continuity.
We help turn plans into lasting peace of mind.
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CLARITY BEGINS WITH ACCURATE INFORMATION.
We maintain comprehensive accounting records and financial reporting across your family’s entities and trust, providing a clear and reliable picture of your financial affairs.
Accounting
Monthly bookkeeping and reconciliations
General ledger maintenance
Financial statement preparation
Cost basis and gain/loss tracking
Capital contribution and distribution tracking
Consolidated reporting across entities
Cash flow monitoring and forecasting
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TAKING CARE OF THE DETAILS BEHIND THE PLAN.
Trusts, family entities, gifting strategies and other planning structures require ongoing administration long after the documents are signed. We help manage the operational responsibilities so families and trustees aren’t left to navigate them alone.
Administration
Trust and entity recordkeeping
Distribution processing and tracking
Fiduciary accounting
Intra-family loan and promissory note administration
Gift and estate documentation support
Coordination with valuation professionals
Organization and retention of records
K-1 coordination and tax document organization
INDEPENDENT TRUSTEE SERVICES
Where appropriate, we may serve as an Independent Trustee providing objective fiduciary oversight and administrative continuity while coordinating with beneficiaries, co-trustees, legal counsel, tax professionals, financial advisors and other advisors.
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CONNECTED SUPPORT FOR YOUR FAMILY.
We serve as a central point of coordination between your professional advisors, family members and the many components of your estate structure. Our goal is to ensure everyone is aligned and that your plan operates smoothly and efficiently over time.
Family Office
Coordination with attorneys, tax professionals
Consolidated family-level reporting
Cash flow and liquidity oversight
Distribution tracking
Inter-entity transaction monitoring
Preparation for and participation in advisor meetings
Ongoing administrative support for family members
Bringing the pieces together.
Estate planning attorneys, tax professionals, financial advsirors and other specialists each provide important expertise. Evergreen Legacy Partners is designed to complement — not replace — those relationships. We provide the ongoing accounting, administration and coordination that helps turn planning into something that can be effectively managed over time.
Built around your family’s needs.
No two families have the same financial lives, planning structures or administrative needs. We begin by understanding what has already been put in place, who is involved and where additional support would be most valuable. From there, we develop an approach designed around your family’s goals.