Our Role in Providing Fiduciary Compliance
Individuals owning wealth, the family office
or trusted advisor, the foundation, private trust or other
entities should follow fiduciary standards and sound principles of
wealth management. Our role is to help develop the best practices
and tools to accomplish this goal and achieve the following:
- Oversight of process ensuring investments are managed
in accordance with applicable laws, trust documents and
written investment policy statements
- Beneficiary education, ascertaining their needs and
protecting their interests
- Maintaining books and records
- Tax planning
- Fiduciary accounting decisions
- Understanding and respecting the trust instrument and the
purposes of the trust
- Assist with communication among trustees, beneficiaries,
custodians, and amnagers
- Regular family, trustee and foundation meetings
- Educating fiduciaries about fiduciary duties and responsibilities
- Trustee succession strategy
- Provide operational guidance, policies and/or by-laws as
needs evolve
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