Nixon Peabody Fiduciary Services is dedicated to providing only the highest quality of service to our clients. Our extensive experience in fiduciary accounting, attention to accuracy and detail, and commitment to providing superior service allows you to project your firm as a cutting-edge organization.
Responsiveness to your needs is extremely important to us. We are readily available to answer your questions and address any concerns, and to provide technical support for your front-end trust accounting system when required.
The extraordinary service quality our clients can expect from us includes:
- Customized reporting, based on client needs
- A dedicated relationship manager to monitor your clients' accounts
- Daily reconciliation of cash
- Prompt turnaround on all correspondence
- Direct contact for all consultations, including tax, administration, and operations issues
- Daily review of transactions by tax professionals
- Immediate action on all check and wire requests
- Immediate action on all requests for transfers and distributions
- Bimonthly asset reconciliation
- Preparation of annual accountings, including probate accounts
- Management of custodial and asset advisor relationships
- Proactive issue resolution
- Daily pricing
