Administrative Services

We offer our clients a comprehensive set of administrative services. These cover all aspects of trust administration including record keeping, four-tier accounting, income distributions, annual reporting, and tax return preparation.

Our goal is that once your trust is setup, all of the administration required to keep the trust in compliance and deliver income and principal payments will be taken care of for you.

We offer our charitable trust administrative services to our clients to make the launching and running of a charitable trust as simple as possible. However, we do not require that our clients use these services. If you have an existing charitable trust or wish to start one without our administrative solution, Ensemble Capital is still able to handle your charitable trust’s investment management needs.