Financial Administration

Financial Administration and Planning

Weyburn Trust helps clients organize their finances and assumes the administrative burden of asset management.  Weyburn Trust will provide financial administration and planning services, including: 

  • Paying bills (individual or closely-held family entity such as partnership or LLC)
  • Projecting and reporting cash flow 
  • Preparing personal financial statements
  • Managing banking relationships and credit facilities
  • Working with families and their advisors to identify their charitable objectives
  • Tracking and reporting Private Foundation grants