Also, curious if there’s any interest here in bookkeeping services? That is my business — I own my own firm and understand that there are still reporting requirements and other reasons to keep good track of the finances even when operating in a private trust ecosystem. If anyone is interested in chatting more about this, I can schedule calls in March, but won’t likely be taking on new clients until after tax season. I also have a small functional health coaching business. I’d kind of love to move into bookkeeping for trusts and PMA’s and have introduced some of my clients to this idea/model over the last month. Say hi and let’s chat!