ABOUT US
Meet the Professional Organizers at Capital Professional Trustee and Independent Fiduciary Services
Capital Professional Trustee and Independent Fiduciary Services is dedicated to providing professional organizing services to members of employee benefit fund board of trustees and attorneys who represent employee benefit funds. With over three decades of legal experience in representing pension, health, and other employee benefit plans, as well as two decades of experience serving as a professional/independent trustee for funds, our principal, Marc Rifkind, leads our team of expert organizers. The team is committed to delivering high-level advice, making prudent decisions, and ensuring efficient management of organizational tasks for our clients. We are here to help you streamline and optimize your processes, providing you with the peace of mind that your organizational needs are in good hands.
MARC RIFKIND
Principal Professional Organizer
Marc Rifkind is a seasoned professional with extensive experience in legal representation of pension, health, and other employee benefit plans. With over two decades of expertise as a professional/independent trustee for funds, Marc is dedicated to providing top-notch professional organizing services to our clients. His profound knowledge and strategic approach ensure that every organizational aspect is handled with precision and care, bringing efficiency and reliability to the forefront of our services.
EXPERIENCE
Over 30 Years in Legal Representation of Employee Benefit Plans
Over 20 Years as Professional/Independent Trustee for Funds
CERTIFICATION
Licensed Attorney
TEAM OF EXPERT ORGANIZERS
Meet Our Professional Organizers
Our team of professional organizers shares a passion for delivering exceptional organizational services. With diverse backgrounds and extensive experience, they bring a wealth of knowledge and skills to every client engagement. From legal experts to seasoned trustees, our team is dedicated to providing tailored solutions and expert guidance in professional organizing.
COMMITMENT TO EXCELLENCE
Dedicated to Delivering High-Level Advice and Prudent Decisions
ONGOING SUPPORT
Ensuring Efficient Management of Organizational Tasks
CLIENT FOCUS
Your Partner in Streamlining and Optimizing Processes
At Capital Professional Trustee and Independent Fiduciary Services, we are committed to providing ongoing support, expert guidance, and dedicated client focus. Our team is here to ensure that your organizational needs are seamlessly addressed, allowing you to focus on your core responsibilities with the assurance that your professional organizing requirements are in capable hands.
CUSTOMIZED SOLUTIONS
Tailored Strategies for Efficient Organizational Management
PROFESSIONALISM
Bringing Reliability and Precision to Every Organizational Task
OUR COMMITMENT
At Capital Professional Trustee and Independent Fiduciary Services, our mission is to provide comprehensive professional organizing services that exceed the expectations of our clients. We are committed to delivering tailored solutions, fostering trust, and ensuring the highest standards of professional excellence.
With a focus on knowledge, creativity, and sustainability, we approach every organizational task with a dedication to efficiency, innovation, and long-term value. Our core values drive our commitment to delivering exceptional professional organizing services.
CORE VALUES
Dedication to Knowledge
We prioritize continuous learning and expertise, ensuring that our clients benefit from the latest industry insights and best practices in professional organizing.
Commitment to Creativity
Incorporating innovative approaches and creative solutions, we strive to bring fresh perspectives and effective strategies to every organizational challenge.
Focus on Sustainability
We are dedicated to creating sustainable organizational systems that stand the test of time, providing long-lasting value and impact for our clients' professional organizing needs.