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Bass Trust & Consulting Services

Your Assets,
     Your Legacy,
          Our Responsibility

Services

The Bass Trust & Consulting team is comprised of principle investors and advisors, and as such is uniquely qualified to tailor solutions to your business, family, fiduciary and personal needs.  Our decades of collective experience across many business sectors and investment asset classes enable us to provide superior Accounting, Fiduciary, Consulting and Operations services.  

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We have worked on both large and small consulting, transaction and estate-related engagements with a cumulative value of over $1 billion, enabling us to form deep and long-standing professional advisor relationships, including but not limited to - attorneys, accountants, money managers, commercial and investment bankers, insurance and real estate brokers.

We manage and distribute trust assets in strict accordance with the trust document and your beneficiaries' best interests.  When a loved one passes, we step in to guide the estate through the legal and financial process.

Trust & Estate Administration

Providing sophisticated, principled guidance and unwavering stewardship focused on honoring your unique intent while diligently safeguarding your financial capital and enduring legacy

Fiduciary Advocacy

When an individual can no longer manage their own financial affairs, we serve as court-appointed conservator — responsibly managing their assets, paying bills, and filing required court accountings with the highest standard of care and accountability.

Conservatorships & Guardianships

Money Management

Trust & Estate Management

Powers of Attorney

Accounting

Special Needs Trust Management

Probate Estate Management

Fiduciary Services

From the Board Room to the Accounting Department, we can provide strategic and operational consulting ranging from accounting and analytics to reporting services and oversight.

Business Management

We simplify complex financial administration while acting as a neutral party to ease family tensions and reduce conflict over legacy decisions, ensuring your loved ones remain united as we safeguard your future interests with care.

Family Legacy Support

About Us

At Bass Trust and Consulting Services, we believe that trust is earned through action, not words. We combine deep financial expertise with an unwavering commitment to our clients' best interests — delivering the expertise of a business manager, precision of an accountant and the dedication of a true professional in every engagement.

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