Trustee
Fiduciary administration and reporting support.
Support for trustees and families who need continuity, cleaner records, beneficiary coordination, and steadier reporting rhythms.
Explore trustee servicesOther Services
Specialized support that sits alongside the core advisory platform when the work needs it.
Firenze groups trustee services, notary support, and AI integration inside one intentional category because each is typically most useful when connected to a broader tax, estate, advisory, accounting, or workflow matter already in motion.
Notary
Document execution support that feels organized and discreet.
Physical notarization and remote online notarization for trust, estate, business, and selected real-estate workflows.
Explore notary servicesAI Integration
Practical AI integration inside existing systems and workflows.
Advisory-led work for businesses that need cleaner reporting, smoother processes, and more useful operational visibility.
Explore AI integrationTrustee Services
Trust administration support for families and fiduciaries who need steadier coordination.
Firenze helps trustees manage reporting cadence, beneficiary communication, advisor alignment, and recordkeeping in a more disciplined operating rhythm.
What It Can Include
- Trust administration calendars and document control
- Distribution workflow support and trustee-ready summaries
- Coordination with tax, accounting, estate, and wealth advisors
- Beneficiary communication and request management
Notary Services
Professional notary support that fits inside the larger matter instead of interrupting it.
Firenze treats notarization as part of the workflow around a trust, estate, business, or transaction matter, not as a disconnected utility step.
What It Can Include
- In-person notarization for qualifying documents
- Remote Online Notarization where permitted
- Preparation around witnesses, identity, and document flow
- Coordination with trust, estate, business, and real-estate timelines
AI Integration
Advisory-led AI integration for businesses that need real process leverage, not generic technology theater.
Firenze helps leadership teams identify where AI can reduce manual friction, improve reporting visibility, and strengthen execution inside the systems and workflows already supporting the business.
What It Can Include
- Workflow mapping around repetitive administrative and reporting bottlenecks
- AI opportunity review across finance, operations, document flow, and client service
- Integration planning around current systems, controls, and team adoption
- Measured implementation support tied to visibility, efficiency, and execution quality
How It Fits
These offerings are specialized, but they are not detached from the main advisory work.
Firenze’s specialized support is strongest when it stays connected to tax planning, estate and wealth coordination, strategic advisory, and accounting and CFO support.