Fiduciary Consulting

Radix Financial offers ad-hoc ongoing and project-term consulting services to trustees, estate administrators, family offices, and institutional boards, including: 

  • Manager selection and evaluation
  • Consolidated performance reporting for multi-custodial, private, and illiquid alternative investments
  • Benchmarked survey of fees
  • Document review 
  • Development of investment allocation and spending policies for institutional boards
  • Risk assessment and identification
  • Non-discretionary trading and cash management
  • Educational content development, delivery, and presentation

Our fiduciary consulting services are strictly confidential and charged at a flat rate dependent upon needs and complexity. Please contact us for a complementary consultation.