The fiduciary as Trustee has the responsibility of carrying out the terms of the trust as set forth in a trust document.

Trustee duties reflect a legally mandated standard of care, including:

diversifying trust assets;

executing prudent investment decisions;

timely and accurate reporting to beneficiaries;

filing income tax returns for a trust;

making distributions from/funding a trust in accordance with trust terms;

marshalling, protecting, and preserving trust assets.

Services profile: Provide investment policy, strategy, and portfolio management. Forensic research, auditing, and valuation. Serve as trustee or successor trustee for trusts and estates: managing alternative assets, real estate and liquid assets. Manage all tax, legal/litigation, and financial facets pertaining to clients’ trusts or estates.

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