The independent trustees we work with range from solo trustee practices to multi-employee trust departments within a law or accounting firm.

The trusts they oversee tend to be complex, with multiple asset classes, some liquid, some illiquid, for the benefit of multiple beneficiaries or multiple beneficiary classes, often with conflicting interests or overlapping claims on trust property.

Although the trustees themselves have decorated professional backgrounds, they are not investment professionals and therefore do not manage trust assets internally. Nevertheless, they are focused on utilizing investment-related best practices in order to efficiently serve their beneficiaries, mitigate potential liability, and to support the profitability and scalability of their practice.

The complexity of the trusts they oversee however, creates a number of distinct challenges.