Trust Administration & Beneficiary Statements for Multi-Family Office Operations Directors
Stop letting trust administration & beneficiary statements eat your multi-family office operations director's week.
The Problem
Multi-Family Office Services trust administration in Addepar requires accurate trustee statements, beneficiary distributions, and compliance with trust terms — and manual processing puts the trustee at fiduciary risk.
What We Build
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance issues — trustee operates with full audit trail.
Tools & Integrations
How It Works
Discovery Call
We map your current trust administration & beneficiary statements process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does trust administration & beneficiary statements take manually for multi-family office operations directors?+
In most multi-family office services firms, trust administration & beneficiary statements consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle trust administration & beneficiary statements without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your multi-family office operations director keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Addepar?+
No. The automation runs on top of your existing Addepar setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Addepar exactly as before.
How quickly can a multi-family office operations director team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is trust administration & beneficiary statements automation worth it for a small multi-family office services firm?+
If your multi-family office operations directors spend 5+ hours per week on trust administration & beneficiary statements, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Addepar or our process changes?+
Workflows are versioned and monitored. When Addepar pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate trust administration & beneficiary statements?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.