Controlled Funds Disbursements

Do you have a need for third party custodian of funds to make scheduled or controlled disbursements of funds? Through our relationship with CitiBank we can create a designated bank account that we control to disburse funds based on your instructions. Each client is assigned a unique bank account to ensure there is no commingling of funds with other clients or our business - your funds are completely segregated. We  provide a detailed accounting of all activity on a monthly basis that clearly shows the detail of every transaction affecting your account during the month. Your funds are insured to protect against any losses for your peace of mind. 

 

Ideal for:

 

• Business Cash Management Services

• Special Needs Trust accounts

• Structured gifting for Medi-Cal planning

• Payment of monthly bills for busy executives and professionals

• World Travelers