Someone should be reading those trust statements for you. Now someone is.
An independent, plain-English review of your family's trust — the fees, the performance, the conflicts of interest — with specific numbers instead of reassurances. If everything is fine, you'll finally know why. If it isn't, you'll know exactly what it's costing.
How it works
Send what you already have. The trust document and the account statements — even incomplete years, even just PDFs from the mail. You tell us, in your own words, what the trust is supposed to be doing.
Every line gets read. Our analysis software and analysts review the fees you're being charged, the investments chosen, and how the portfolio has actually performed against the trust's own stated purpose — not against vague standards like “prudent.”
A human expert rules out the innocent explanations. Some things that look wrong aren't — there are legitimate reasons a portfolio can look unusual. Every flag is reviewed by an experienced professional before it reaches you, and the ones with valid explanations are set aside and explained.
You get a written report with numbers. Specific findings, in dollars, with the reasoning shown — something you can bring to a family meeting, or hand to your own attorney if it comes to that.
Illustrative example — not an actual client
A trust holds $1 million in mutual funds charging 1.4% more per year than an identical lower-cost share class of the same funds — a class the trust qualified for all along. That's $14,000 a year in unnecessary fees; over ten years, counting the growth that money never got the chance to earn, roughly $185,000 gone from the family's trust. A review either finds something like this — or confirms, in numbers, that it isn't happening to you.
One review. One flat fee.
$500
Complete review and written report. No other charges, ever. Shareable with your siblings — one review covers the whole family.
Reserve your review — you pay nothing today
We're onboarding a limited first group of families. Reserve your spot below: there is no charge and no obligation. We'll email you once, when we open, and you decide then.