Protect your family’s wealth, honor your legacy, and ensure your wishes are carried out with precision and care.
At K3’s Wealth Management, our Trust Administration Services are built to provide stability, structure, and continuity — so your wealth continues to work for those you love most.
A Modern Approach to Trust Management
As your wealth grows and your estate plans become more complex, the need for trusted fiduciary guidance becomes essential.
K3’s Trust Services provide a modern, personalized approach to trust management — balancing your family’s goals with today’s sophisticated legal, tax, and investment landscape.
We partner closely with your attorneys, tax advisors, and family members to manage trusts in full alignment with your objectives. From complex asset structures to multi-generational planning, we ensure your trust is administered with accuracy, empathy, and discretion.
Our Trust Administration Services
Full Trustee
We manage every aspect of your trust — from asset management and tax coordination to beneficiary relations and discretionary distributions.
Co-Trustee
Work alongside us while maintaining family participation. We share administrative duties and decision-making to support transparency and balance.
Directed Trustee
When specific individuals or advisors handle investment or distribution duties, we provide administrative oversight, reporting, and compliance support.
Delegated Trustee
Entrust specialized roles — such as investment management or distribution review — while we oversee all other fiduciary and administrative responsibilities.
Why Choose K3’s as Your Corporate Trustee?
Security, Accountability & Privacy
We uphold the strictest confidentiality standards and operate under regulated fiduciary principles, ensuring your trust and your family’s privacy are always protected.
Impartiality & Integrity
We act solely in the best interest of beneficiaries, eliminating potential conflicts of interest and maintaining fairness in every decision.
Continuity Across Generations
As a corporate trustee, K3’s provides long-term stability — ensuring your trust remains expertly managed, regardless of life’s transitions.
Professional Oversight
Our trust administration process includes meticulous reporting, legal compliance, and transparent communication with beneficiaries and advisors.
Part of a Holistic Family Office Solution
Our Trust Services integrate seamlessly into K3’s Family Office platform — connecting estate planning, tax strategy, philanthropy, and investment management into one cohesive system.
Whether you need a standalone trustee or a comprehensive wealth ecosystem, we design the solution around your legacy.
A trust is a legal arrangement involving a grantor (who creates it), a trustee (who manages it), and beneficiaries (who receive its benefits). The trustee is responsible for managing the assets and ensuring the trust operates according to the grantor’s wishes.
Almost any asset — including real estate, private investments, business interests, and personal property — can be held in trust, provided it is properly titled and structured.
Yes. We can coordinate with legal counsel to administer trusts governed by other jurisdictions, ensuring compliance with relevant state laws and trust provisions.
Our team works directly with your tax professionals or can manage filings in-house, ensuring full compliance with IRS regulations and optimizing for tax efficiency.
Fees are determined based on the complexity of the trust, type of assets held, and level of service required. We provide transparent pricing before engagement so you know exactly what to expect.
Yes. We have extensive experience supporting beneficiaries with special circumstances, such as mental health, addiction recovery, or special care requirements — handled with discretion and compassion.
Our team prioritizes responsiveness. Once documentation is complete and requirements are verified, most distributions are processed within 48–72 hours.
While K3’s does not draft legal documents, we work closely with experienced estate planning attorneys who can assist in drafting or updating your trust with the necessary provisions.
