Trust Services

When it comes to fiduciary services, Fortner Bayens is well-equipped to get the job done.  We work with dozens of Trust Departments and Trust Companies with assets under management from $100MM to $3B, to ensure compliance with federal, state and IRS requirements.  From Trust Examinations to Employee Benefit Audits to preparation of trust and estate tax return, Fortner Bayens has unmatched expertise in this complex and regulated arena.  

What risk-assessment services do your offer?

We stay on top of regulatory changes and new fiduciary laws to keep you abreast of all need-to-know information. We make this happen through custom-built services that makes sense for your trust scenarios. 

• Overall fiduciary risk assessments
• Regulatory compliance
• Review of account administration
• Review of operational controls
• Verification of assets held
• Review of efficiency and profitability

What about compliance and administration?

When it come to administration, we stay on the pulse of personnel compliance—here’s how: Independent procedural reviews Committee approval verification Regulatory update notification Asset-investment compliance checks Best-practice account assessments Written reporting and documentation

Why Fortner Bayens, P.C?

The Fortner Bayens experience is unmatched—here’s why:

• Specialized expertise in the banking and finance industry
• 20+ years average experience among shareholders
• Ongoing, one-to-one engagement
• Consistency and accountability
• No hidden charges—just sensible financial advice

GET TO KNOW Fortner Bayens, P.C

Have a specific question?

Contact our subject-matter expert, Andrew A. Marshall, CPA, and he will answer all your questions relating to our trust services.

CONNECT WITH ANDY

Other services we offer:

Audit Services Audits designed exclusively for financial institutions—from directors’ exams to due diligence reviews. EXPLORE>	Loan Review and Asset Management Examination of your loan and asset portfolios—from cash-flow analysis to loan-grading verification. EXPLORE>
IT Risk Management Profiling your level of IT and security systems—from vulnerability assessments to cybersecurity controls. EXPLORE>	Tax Services Investigating your tax offerings—from regulatory compliance to planning to maximize savings. EXPLORE>