OceanGate Fiduciary Services provides asset administration services to law firms dealing with complex estate matters and to family offices in transition. We pride ourselves on discreet, strategic and meticulous execution for complex, high-value estates and family offices.
Services We provide
STRATEGIC SETTLEMENT
We work closely with estate attorneys and tax professionals to get the best outcomes
for the estate and its beneficiaries.Â
Our services include:
- managing and distributing retirement and non-retirement assets to heirs in the
most tax-efficient manner possible.
- preparing documents for probate court, litigation and taxing authorities.
EXECUTION
In addition to working with attorneys, families and accountants on estate settlement
strategy, we have a strong focus on execution and will implement your settlement plan.
In fact, we can take off your hands the estate settlement matters that you don’t want to
handle. OceanGate can help you settle the complicated, tedious estates in your office
Family Office
OceanGate Fiduciary Services can help your family office team through portfolio
transitions or staff shortages. We can handle large portfolio transitions or be that extra
set of hands during a busy season or a staff shortage.
Recent Projects
in 2026
Executor of $1M+ estates where the decedents had funds in multiple financial institutions, with only one brokerage account. We were able to work with all the separate financial institutions to update and prepare the account for liquidation or transfer to beneficiaries.Â
Gather and thoroughly 1099 information and to make sure everything is complete and nothing is missed. Â
In 2017, and 2026 we have worked strategically on settling retirement assets in the most tax efficient way possible.
We have maintained market exposure while portfolios are going through asset allocation several times in the past for 20+ years