Personal Trust Consulting Services
Fiduciary Advisors, Inc. (“FAI”) provides personal trust consulting services. Specifically, our personal trust consulting services may include:
- Advise individual Trustees on the proper performance of their fiduciary duties.
- Review trust statements, investments, and accounting for beneficiaries.
- Evaluate investment performance of the trust portfolio.
- Guide individual Trustees on their fiduciary duty to properly invest the trust portfolio.
- Provide guidance to clients considering a corporate trustee on fees, staff qualifications, investment capabilities and technical knowledge.
- Conduct training seminars on the proper management of the fiduciary relationship.
- Facilitate conflict resolution between interested parties in a fiduciary relationship.