Let us service all your transfer needs. LJ Fiduciary Trust Services provides responsive, innovative and comprehensive transfer agency services for institutional investors, asset managers, brokers and equity issuers. We can accommodate your organization in every facet of the highly regulated transfer industry. Whether it's an IPO, transferring a certificate or private capital fund raising, let us assist your needs with our enterprise-leading knowledge.

We have industry capable solutions that far exceed other agencies; our staff will provide prompt and accurate service along with swift turnaround times. Don't be swayed by promises of a knowledgeable staff. Instead, let our visionary team show you what benchmark setting standards truly are.

Are you considering initiating a corporate action? Our expert staff will personally guide your organization through the rigors of corporate actions from beginning to end. Our experienced team can handle all aspects including: mergers, acquisitions, forward and reverse stock splits, stock dividend disbursements, spin-offs, name changes, and changes of officers and directors, shareholder mailings, shareholder reports, and 1099 mailings.

Providing our client with the most up to date information is one of the ways we can assist your company. Meeting the needs of our clients is important to LJ Fiduciary Trust Services, and reports are one of our greatest tools in achieving this. Different companies have different needs and therefore we provide a variety of reports such as individual and complete shareholder lists, which come in a variety of formats for easy sorting. Additionally, we can also provide transaction journals, audit confirmations and capitalization reports.

Understanding our clients' needs allows us to grow so we encourage feedback so that we can best meet the needs of your company. We know that these reports are important to running your company, so almost all reports are offered at no additional cost.

Your stock certificate says a lot about your company. Allow our highly specialized staff to assist you with designing, formatting, and producing your certificates. LJ Fiduciary Trust Services can accommodate all your certificate printing needs, whether just by updating your current certificates to match any sudden changes, to creating a whole new certificate to reflect a new direction your firm is heading, let us assist you along with providing cost effective solutions.

Is your organization in need of proxy services? Before you begin issuing a proxy, let us help your firm get the vote out and conversely back in, so you can have your results faster and more accurately than before. LJ Fiduciary Trust Services utilizes all the necessary tools and logistics to provide any portion of proxy services related to direct shareholders: from proxy mailing, vote tabulation, and reporting for your annual meeting.

LJ Fiduciary Trust Services provides proxy services in conjunction with corporate elections for shareholders who are entitled to cast votes, according to their ownership interest. In addition LJ Fiduciary Trust Services also administers informational mailing and printing services for all your client communication needs.

LJ Fiduciary Trust Services maintains complete and accurate records of all transactions through our state-of-the-art system. Our permanent record keeping system is in direct compliance with all SEC regulations and is readily accessible. Every type of shareholder report is available electronically by request as well as you are now eligible to obtain electronically access to reports and forms through our website.

Multigenerational wealth transmission requires a firm understanding of a family’s needs before being able to identify and implement any meaningful succession or family governance plan. Whether wealth is comprised of bankable assets, a family business, property or trophy assets the fundamentals do no change and supporting families through this journey is our defining core.

Yachts, private jets, classic cars and art collections: these are aspirational assets, the goals that people strive for, the realisation of their dreams. Assets that inspire passion. But they are also financial assets that must be carefully structured and managed to avoid potential legal and fiscal problems and to ensure that the complexities of ownership do not conspire to make the passion fade. Our High Value Asset Services assists, guides and advises clients in all matters relating to high value asset ownership to ensure that these assets can be enjoyed for now and generations to come.

"Experienced, independent, skilled professionals who can help you manage and operate your trust."

Our trustees utilize their many years of experience in trust governance and operational excellence to manage a wide variety of trusts.

Highly qualified trustees

Our qualified trustees can help ensure your assets are preserved, protected and transferred as you intend. TMF Group is well positioned to provide trustees for a broad array of trusts to meet your current and future goals. Our Family Business Wealth team puts your interests first, making sure your wealth and assets are managed in the best possible way.

Selecting the right trustee to fit your needs is an important consideration when setting up a trust. Our trustees make sure your financial resources are optimally managed so the assets entrusted to us are eventually made available to the beneficiaries of the trust.

What we can do to help?

Depending on your specific needs, our trustees can act as sole trustee, co-trustee or successor trustee. The structures of our clients’ trusts differ widely, as do their needs. We actively listen to our clients, tailoring our service offerings to their individual requirements. We handle the legal responsibilities bestowed upon us to carry out the terms of the trust competently. We can also assist with several other duties, including:

• Carrying out the accounting and tax responsibilities, including reporting.
• Coordination, organisation and hosting of board and other meetings.
• Preparation of board packs, minutes and other reports.
• Review of financial accounts and transactions.
• Maintenance of records.