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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