SERVICES
OUR FIDUCIARY SERVICES
OUR FIDUCIARY SERVICES
Agricultural Services
We provide a full array of agricultural services from complete farm management to specific assignments like profitability analysis
DISTRIBUTIVE SERVICES
Mandatory and discretionary distributions made with income and principal distinctions, according to trust directives.
REGULATORY & LEGAL
Expertise in legal and compliance matters, with regulatory oversight.
ACCOUNTING & RECORDKEEPING
Record maintenance and monthly reporting to grantors and/or beneficiaries.
Request an appointment
The PenBay Difference
We deliver complex fiduciary services in a simple way.
CHARITABLE TRUSTS
Charitable & philanthropic support, administration, and additional services to create efficiencies and maximize tax benefits.
TAX
Coordination and/or preparation and filing of tax returns and trust tax payments and providing K-1s to beneficiaries.
ESTATE SETTLEMENT
Premier estate-settlement services, such as guidance to families, asset liquidations, and timely beneficiary distributions.
REAL ESTATE & UNIQUE ASSETS
Management and implementation of strategy for all real and unique asset holdings.
FAMILY OFFICE AND BUSINESS
Family office solutions for business owners, including coordination of closely held entitles.
OUR FIDUCIARY SERVICES
PenBay continually delivers superior service, overlaid with our knowledge and expertise. We are at the forefront of industry technology, deploying our efficient yet sophisticated platform to make the administration of your trust transparent and easily accessible. This is what sets us apart from the competition: complex service delivered in a simple way.
DISTRIBUTIVE SERVICES
Mandatory and discretionary distributions made with income and principal distinctions, according to trust directives.
REGULATORY & LEGAL
Expertise in legal and compliance matters, with regulatory oversight.
ACCOUNTING & RECORDKEEPING
Record maintenance and monthly reporting to grantors and/or beneficiaries.
Make an appointment
CHARITABLE TRUSTS
Charitable & philanthropic support, administration, and additional services to create efficiencies and maximize tax benefits.
TAX
Coordination and/or preparation and filing of tax returns and trust tax payments and providing K-1s to beneficiaries
ESTATE SETTLEMENT
Premier estate-settlement services, such as guidance to families, asset liquidations, and timely beneficiary distributions.
REAL ESTATE & UNIQUE ASSETS
Management and implementation of strategy for all real and unique asset holdings.
FAMILY OFFICE AND BUSINESS
Family office solutions for business owners, including coordination of closely held entitles.