PROFESSIONAL ORGANIZER FOR A MORE ORGANIZED TOMORROW
Capital Professional Trustee and Independent Fiduciary Services
WELCOME
Capital Fiduciary Services provides trustees and employee benefit plan sponsors and trustees with an independent, experienced trustee. Its principal, Marc Rifkind, is available to serve as a profession/independent trustee or a independent fiduciary
ABOUT US
At Capital Independent Trustee & Fiduciary Services, we specialize in providing reliable day-to-day trustee services and acting as an independent fiduciary. We understand that non-professional trustees often have businesses or unions to manage, leaving little time to fulfill their trusteeship responsibilities. Our team steps in to handle these duties, ensuring that the funds entrusted to are managed effectively for crucial business decisions. Trust us to take care of your fiduciary needs, allowing you to focus on what matters most.
WHAT WE CAN DO FOR YOU
Trustee and Fiduciary Services
Welcome to our Top-Caliber Trustee & Fiduciary Services. We are committed to providing exceptional fiduciary management tailored to meet your unique needs. With our experienced team you can trust that your assets are in capable hands, ensuring peace of mind for you and your beneficiaries. Let us help you navigate the complexities of trust administration with professionalism and integrity.
We provide essential support to help you minimize potential exposure to lawsuits and costly investigations by government agencies. Our expertise ensures that you navigate complex regulations with confidence, protecting your interests and assets. Trust us to be your partner in safeguarding your fund trustees and plan sponsers from unexpected legal challenges.
We collaborate closely with the fund's benefit administrator to provide trustees with essential information needed for informed decision-making. Our partnership ensures a seamless flow of communication and support, helping to optimize fund management. Together, we prioritize transparency and efficiency, empowering trustees to act in the best interest of the participants and beneficiaries.
At our firm, we understand that funds must adhere to a myriad of complex laws and regulations. That's why we collaborate closely with fund counsel to ensure we receive the essential legal guidance needed to maintain compliance.
Risk management is a crucial duty for trustees. Drawing on decades of experience with investment consultants and managers, Mr. Rifkind focuses on minimizing risk while maximizing returns. His expertise ensures that investment strategies are both sound and effective, providing peace of mind for stakeholders involved. Trust in Mr. Rifkind's knowledgeable approach to navigate the complexities of investment risk.
Mr. Rifkind understands that each client's needs are unique. His extensive experience allows him to customize his services, ensuring that he effectively meets the diverse requirements of every individual he works with. He tailors his approach to provide personalized solutions that resonate with his clients.
