Services
Trust stewardship that adapts to your needs.
From trust administration to investment oversight, Ironwoods Trust delivers the structure, reporting, and guidance required to preserve and grow multigenerational wealth for Kansas families, entrepreneurs, and foundations.
Trust & Estate Administration
Discretionary and directed trustee services, distribution planning, and coordination with legal and tax advisors.
- Trust accounting and compliance
- Beneficiary communication
- Estate settlement support
Investment Oversight
Portfolio design, manager diligence, and performance reporting aligned with fiduciary best practices.
- Investment policy statements
- Risk and liquidity management
- Ongoing performance review
Fiduciary & Family Office
A centralized hub for governance, reporting, and coordination across your broader advisory team.
- Family governance and education
- Bill pay and cash flow oversight
- Philanthropic planning
Specialized Planning
We support complex scenarios including liquidity events, multigenerational gifting, charitable giving, and trust restructuring. Our team collaborates directly with your attorneys and accountants to keep every detail aligned.
- Succession and transition planning
- Charitable trusts and foundations
- Tax-aware distribution design
Ongoing Reporting
Families deserve clarity. We deliver clean, consistent reporting and proactive updates to ensure fiduciary responsibilities are met and beneficiaries stay informed.
- Quarterly and annual reporting
- Trustee meeting preparation
- On-demand portfolio insights
Engagement
Ready for a fiduciary partner?
We begin with a discovery call to understand your goals, existing structures, and the advisors involved. From there we propose a tailored plan and timeline.
Schedule a Consultation