Our Services

Trust and Estate Planning

We provide tailored trust and estate planning support that prioritizes clarity, compliance, and long-term protection. Our team works alongside your legal and financial advisors to ensure your estate plan reflects your values, safeguards your assets, and provides for the people and causes you care about most. Whether you’re establishing a new trust or administering an existing one, we offer hands-on guidance every step of the way.

Financial Oversight & Reporting

Controllers, Ltd. offers comprehensive financial oversight services that help you stay organized, informed, and in control. We centralize financial data across entities, trusts, and investments to deliver meaningful reporting and actionable insights. With our support, clients gain a clear understanding of their financial picture and the tools to make confident decisions.

Family Education & Governance 

We believe that wealth is best preserved when future generations are engaged and empowered. Our family education and governance services are designed to help families foster financial literacy, define shared values, and create structures for healthy communication and decision-making. From family meetings to generational planning, we help build a legacy of understanding—not just assets.

Lifestyle & Personal Services

​Our clients are busy, high-performing individuals and families—and we offer services that reflect that. From helping with document management to coordinating with travel or relocation professionals, our team handles the details that keep life running smoothly. We’re here to support the personal side of your success with care, confidentiality, and efficiency.

Entity Structuring & Business Structuring

​Strategic entity structuring is the foundation of asset protection and business success. We assist clients in forming LLCs, corporations, and multi-entity frameworks designed to support both personal and professional growth. From initial filings to ongoing compliance and restructuring, our team ensures your business is positioned for long-term efficiency, liability protection, and scalability.

Tax Strategy & Coordination

Tax efficiency is critical to preserving wealth. We work closely with your CPA and tax professionals to implement strategic planning across your trust, business, and personal finances. Our role is to ensure every decision—from entity structure to trust funding—is aligned with a broader tax-conscious approach, minimizing liabilities and maximizing outcomes.

Philanthropy & Legacy Planning

Legacy goes beyond wealth. We help clients develop meaningful philanthropic strategies that reflect their passions and priorities. Whether through donor-advised funds, family foundations, or trust-based giving, we ensure your impact is felt in the ways that matter most—now and for generations to come.

Client Onboarding & Convierge Support

​From day one, we deliver a client experience that is clear, attentive, and responsive. Our onboarding process is designed to be seamless, with a focus on education, transparency, and relationship-building. As ongoing partners, we remain available to answer questions, coordinate meetings, and provide proactive support that feels more like a team than a service provider.