UAP Consulting

Account Remediation

Unique assets accepted in the past that have not been properly administered should be remediated.  UAP Consulting (and/or its strategic partners) offer comprehensive remediation services such as:

  • reviewing trust documents to identify specific direction regarding the management of unique assets;
  • correcting ownership documents and title defects;
  • insuring proper documentation is on file;
  • collecting any missing documentation;
  • valuing the asset (or if previously valued but valuation is stale, updating the valuation);
  • verifying asset is properly insured (and if uninsured or underinsured, arranging for insurance coverage).

Alternative Investments, Private Placements, Closely-Held Company Stock, Unique Assets

For 25 years, institutions and individuals have relied on Spardata.

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