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This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related professionals) are educated about their respective roles, engaged in the trust process and are held accountable to ensure success over the lifecycle of the...
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Trustee WorkshopIf you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Come learn from experts in t...
Trustee WorkshopIf you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Come learn from experts in t...
As a family's wealth grows, so does the complexity of managing it. Managing family wealth is a business like no other. It requires integrating the best resources available for investing, tax and estate planning, and philanthropy. It also requires providing the preparation younger family members need to become productive, responsibl...