What is a Fiduciary?
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​Fiduciary – A person who stands in a special relation of trust, confidence, or responsibility in his obligations to others.
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As qualified Private Fiduciaries, it is our responsibility to honor or execute the instructions in your Trust Document, Will and Powers of Attorney (Finance and Health). ​

​How Do We Help You?
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• ​Trust Administration
• Trust & Estate Accounting
• Probate Administration
• Estate Settlement
• Court Accountings
• Fiduciary Management of Complex Assets
• Distribution Advisor
• Asset Protection
• Trust Protector for Ultra-High-Net-Worth Families

​​Who Needs Us?
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​Consider what is best for you and your family. ​Is your successor trustee objective, responsive, and compatible with all beneficiaries of the trust and other members of the family? Is your successor trustee also a beneficiary, causing a natural conflict of interest?

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