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Uncovering what’s yours, with precision.

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Maximizing recovery for private clients.

FDIC Receivership Funds

When banks or financial institutions are placed into FDIC receivership, insured deposits and related funds can remain undistributed. We identify and recover these balances for eligible private clients.

Tax Overpayments & Credits

Refunds and overpayments often remain dormant due to administrative errors, outdated records, or changes in filing status. We locate these funds and ensure compliant recovery.

Securities & Dividends

Unclaimed dividends, stock proceeds, and corporate actions tied to private investment accounts are frequently overlooked. We track, verify, and recover these entitlements for rightful holders.

The cost of missed identification.

Every year, individuals and businesses forfeit millions in assets simply because they remain unidentified. Dormant accounts, undelivered refunds, and overlooked entitlements are transferred to custodians or lost through permanent escheat. Barber Weisbruch specializes in pinpointing these assets early, ensuring value is recovered before it’s permanently out of reach.

A clear path to recovery.

The recovery process begins with identifying eligible assets through targeted research and verification. Once entitlement is established, Barber Weisbruch manages all documentation, submission, and regulatory steps on behalf of the client.

 

Individuals can expect a structured, transparent process that moves from initial identification to final remittance with precision and confidentiality.

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Contact our advisory team. We'd love to hear from you.

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