When it comes to administering a trust, not all assets are created equal. While liquid assets like cash and publicly traded securities are straightforward to manage, many families hold illiquid assets, such as real estate, closely held businesses, mineral interests, or collectibles, that require specialized care. Successfully managing these assets within a trust demands experience, diligence, and a customized approach. That’s where Assured Trust Company comes in.
At Assured Trust Company, we understand the unique challenges and opportunities that come with administering trusts that include illiquid assets. Our experienced team is well-equipped to oversee, coordinate, and support the management of these complex holdings. Whether it’s coordinating valuations, managing income distributions, ensuring appropriate insurance, or facilitating the sale or transition of an asset, we bring clarity and continuity to the process.
Through our directed trust structure, we offer families the flexibility to retain trusted advisors and investment professionals, while we focus on what we do best – fiduciary oversight, recordkeeping, and administration of all trust assets, liquid and illiquid alike.
Trusts with illiquid assets require more than routine administration. They require thoughtful stewardship. Assured Trust Company is proud to provide that stewardship with care, transparency, and attention to each client’s legacy.
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