Universal Trust Code

Welcome to Capital Revelations, our platform for education and commentary regarding the issues we are passionate about.

We expect to write a short piece whenever inspiration prompts us to do so, probably once or twice a month. Expect the topics to mirror the prominent topics of our website, but through the lens of the three primary forms of capital - human (intellectual and social), physical, and financial. We hope to share what experience, conversation, and literature have revealed to us regarding the beneficial utilization of the various forms of capital we all possess. And of course, we welcome any comments or feedback you might have. Enjoy!

Family Wealth, Estate & Legacy Planning Trustees & Professional Fiduciaries

The Necessity of Having a Trust-Level Investment Policy Statement – How the Absence of One Creates Unnecessary Liability for Trustees

May 9, 2023by Mark Schumacher0

I wrote the following article for Trusts and Estates Magazine, which was published in its March issue, and posted on its website. For those without a subscription to the magazine, you can read the article in its entirety here. It’s hard to watch or read the news without seeing another story about the sharp...

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