How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

QUICK QUESTIONS
Is your fund administrator secure?
Five questions that go beyond the basics to show whether your provider’s security holds up.

Your fund administrator holds your investors’ most sensitive information, from capital account statements to wire instructions. Most providers say their security is strong, but few are asked to prove it.

This quick guide gives you questions to ask, covering independent security validation, investor document delivery, AI governance, accountability and the data protections in your contract. Each one shows what a good answer looks like and the red flags to watch for.


How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contacts

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Keith S. Sharkey, CPA

Managing Principal, Kaufman Rossin Alternative Investment Services

 Miami

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Joshua Altchek

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL

robert alonso

Robert Alonso

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL