Trust Administration & Beneficiary Statements for Multi-Family Office Operations Directors with Masttro
Run trust administration & beneficiary statements on autopilot inside Masttro.
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 in Masttro
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Masttro — uses the native API or agent integration so nothing leaves the system of record.
Masttro Integration Approach
Audit your Masttro configuration
We map the specific Masttro objects, custom fields, and workflows the automation needs to touch for your multi-family office services practice.
Build on the Masttro API or agent
Integration happens inside Masttro — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Masttro with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this trust administration & beneficiary statements automation work natively in Masttro?+
Yes — we build directly on Masttro's API or agent integration. Your data stays in Masttro, your multi-family office operations directors keep the same login and UI, and there's no parallel system for the team to learn.
What Masttro configuration do we need before deployment?+
We work with your existing Masttro setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for multi-family office services teams.
Can Masttro handle trust administration & beneficiary statements on its own?+
Masttro handles configuration; AI handles judgment. Native Masttro workflows route deterministic tasks; our automation layer adds the AI judgment Masttro doesn't ship out of the box — document classification, exception triage, drafting.
Is Masttro the right tool for trust administration & beneficiary statements for multi-family office operations directors?+
Masttro is widely used among multi-family office services teams precisely because of its data model around trust administration & beneficiary statements. We've deployed this workflow on Masttro for similar firms and the integration is well-trodden.
What's the typical ROI of trust administration & beneficiary statements automation in Masttro?+
For multi-family office services firms running Masttro, automation typically pays back inside the first quarter — measured against the loaded cost of the multi-family office operations director hours absorbed. Higher volumes deploy faster.
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See this running in your Masttro instance
30-minute call. We'll look at your actual Masttro setup and show exactly how this workflow fits.