While we provide a wide range of top-tier fiduciary and administrative services, Franklin Street's trust and family office capabilities are closely aligned with the investment services we provide to our clients. For example, some types of investment accounts – such as charitable trusts and retirement plans – require a trustee, a role that Franklin Street Trust Company can assume, simplifying account administration and asset management for the client.

Rather than providing a bundled package of services, we often serve as quarterback, coordinating a team of other professionals with whom our clients have existing relationships, such as attorneys and accountants.

The range of services available to our clients, both from in-house and external resources, is extensive and includes:

• Investment management
• Consolidation performance reporting
• Financial reporting, record-keeping and bill paying
• Alternative investment evaluation
• Tax planning and tax compliance oversight
• Risk management and insurance oversight
• Entity management and payroll services
• Concierge services
• Trust services
• Philanthropic planning and foundation management