photo of cypress trees
The bookkeeping, accounting, asset custody, and investment management can be time consuming and challenging for individuals who act as trustee. As a fiduciary, duties and responsibilities are determined by statute and the contract. A breach of their fiduciary duty can result in personal liability and surcharge. Employment of a qualified and experienced agent to assist with the administration and investment management can be prudent and relieve the trustee from the demands of the position.
Investment Products are: