A Wide Array of FOLEY Private Client Services to Address Your Needs

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Firm clients with ongoing Foley trustee or attorney relationships may access an array of FOLEY Private Client Services, including:

Administrative & Recordkeeping Services

  • Consolidated financial reporting
  • Secure, online account access
  • Dividend and income collection
  • Independent Securities custody and safekeeping
  • Securities cost basis maintenance
  • Trade processing and reconciliation
  • Corporate Action processing
  • Trust accounting and administration (income/principal)
  • Trust distributions
  • Bill paying and disbursement services

Portfolio Administration

  • Access to professional money managers at competitive, institutional pricing
  • Investment Policy Statement development
  • Portfolio asset allocation development
  • Portfolio allocation and rebalancing oversight
  • Portfolio performance and measurement reporting

Legal and Tax Services

  • Access to Foley legal and paralegal services
  • Fiduciary, charitable, partnership, foundation, and personal tax return preparation

FOLEY Private Client Services do not include investment management or investment advisory services. FOLEY Private Client Services does not recommend investments, nor does it make trade decisions. FOLEY Private Client Services works at the direction of Foley trustees and attorneys, who typically retain professional investment managers and advisors.