Who We Work With

  WEALTHY FAMILIES & INDIVIDUALS

AT TRUSTSHIELD AUDIT, WE GO BEYOND DOCUMENTS. WE INVESTIGATE PEOPLE—BOTH INSIDE AND OUTSIDE YOUR CIRCLE—TO UNCOVER MISCONDUCT, MISMANAGEMENT, AND FINANCIAL HARASSMENT BEFORE IT BECOMES FINANCIAL LOSS.

INTERNAL AUDITS: TRUST IS EARNED, NOT ASSUMED

WE DISCREETLY AUDIT THE INDIVIDUALS YOU’VE TRUSTED WITH YOUR FINANCES OR PERSONAL AFFAIRS, INCLUDING:

• Financial advisors, attorneys, CPAs
• Caregivers, assistants, trustees
• Family members with access to sensitive accounts
• Anyone responsible for legal, financial, or estate duties

WE REVIEW THEIR ACTIVITY, IDENTIFY DELAYS OR MISCONDUCT, AND CREATE A CLEAR ACCOUNTABILITY RECORD—WITHOUT CONFRONTATION OR DISRUPTION.