Complex Estate Administration
The intergenerational shift in wealth from the “Silent” and aging Baby Boomer generations to their Gen X and Millennial children will have a profound effect on the wealth management and trusts and estates industry over the next several decades.
MNP Complex Estate Administration is designed and focused around supporting wealth advisors, institutional / corporate trustees, estate trustees and executors, and the legal community that practice in wills, trusts, and estates.
How MNP Can Help
At MNP, we believe knowing and working with a trusted advisor is essential to addressing these increasingly complex situations and ensuring one’s wishes are fulfilled and later carried out with professionalism and objectivity.
Family dynamics, legal and financial complexities — from both a personal and business perspective — all present challenges. Accordingly, planning for the future — into retirement and later after death, are more and more complicated, both to structure and afterwards to administer and settle. With a myriad of moving parts to manage and risks to be considered, thoughtful guidance and advice is and will be critical.
What is MNP Complex Estate Administration
MNP Complex Estate Administration takes a holistic and open architecture approach to delivering financial services in connection with wealth and legacy plans. With a comprehensive suite of services focused around collaboratively supporting wealth and legacy plan advisors, administrators and other professionals — we offer a single source, “one-stop shop”, for everything you could need but with the ability to choose only what you want.
Our Complex Estate Administration team of Trust and Estate Practitioners (TEPs), Chartered Professional Accountants (CPAs, CAs), Chartered Business Valuators (CBVs), Certified Forensic Examiners (CFEs) and other professionals work collaboratively with one’s existing wealth advisors, accountants and other advisors to support, enhance and help individuals and organizations achieve their wealth and legacy plan goals.
