Fiduciary Services - Capstone Advisory Group

Fiduciary Services

Capstone acts as a “central station” for handling plan implementation and trustee services. Our seasoned professionals have served key roles on our clients’ behalf to represent their interests, including Corporate Officer, Responsible Officer, Receiver, Trustee, Examiner, Administrator and Advisor. We provide expert services in the following areas:

  • Bringing and Resolving Avoidance and Other Causes of Action
  • Pursuing Recoveries of Contingent Assets, such as Insurance, Credit Cards and Tax Refunds; Converting Assets to Cash (i.e., Real Estate, Securities, International Assets)
  • Claims Management Administration and Resolution
  • Managing Trust Registries and Distributions to Creditors
  • Accounting, Reporting and Compliance, Including Tax Returns
  • Interacting with Stakeholders; Providing Informational Reporting and Projected Recoveries
  • Identifying Key Debtor Personnel to Wind Down the Business
  • Managing Orderly Wind Down of a Business or Trust Within Budget Guidelines
  • Interacting as Appropriate with Bankruptcy Court and U.S. Trustee