Families of High Net Worth:
- Strategize options to assure parity among family members while considering unique issues and priorities in financial and estate plans
- Foster practices to ensure compliance with donor intent
- Assure sound decision making and documentation for principal distributions in accordance with trust terms
Private Foundations:
- Design strategic mission statements to truly capture donor intent
- Develop well-reasoned discretionary grant making practices by communicating succinct strategic mission statement to grant review board
- Establish investment policy statements and spending policies to ensure sustainability of the foundation’s mission in accordance with stated time horizon
- Create objective methodology for evaluation of student scholarship awards
Bank Personal Trust and Charitable Trust Groups:
- Engage a collaborative partner with specific expertise to assure fiduciary excellence
- Consider alternative strategies for investment diversification when portfolio holds proportionately large asset or single asset
- Review adherence to all IRS regulations
- Gain insight from former bank fiduciary executive with knowledge of all OCC regulations and principals
