Fiduciaries & Individuals
Forensic accountant for fiduciaries
Clear answers when you are accountable for someone else's money.
Trustees, executors, agents and family members need to document what they did and understand what happened. We explain it without jargon.
Questions we answer
- Can I show I acted properly?
- Where did the money go?
- Is the accounting I received accurate?
- What is this asset worth?
Fiduciary accounting services: how we help
Accountings, tracing and defensible records
How we work with fiduciaries
- We can be retained through your attorney, so your work stays protected.
- The principal does the work and speaks to you directly.
- Scope and fee are set before we start.
- You get findings in plain English, with exhibits you can use.
- If the matter is tried, the same expert testifies.
Talk to the expert who does the work.
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