Why Private Fiduciary Solutions LLC
Oftentimes, neither a family member nor a trust company is the right choice to serve as a trustee of your trust. Few families have a family member with the judgment, financial expertise and tax skills necessary to serve effectively as a trustee. Even if you have a family member with all of the requisite skills, why put him/her in a position which will inevitably create conflicts and hard feelings with the other trust beneficiaries?
Why put your faith in an impersonal trust company which changes trust officers frequently and doesn’t take the time to learn about your specific concerns or the issues facing your legacy and beneficiaries? Why should your beneficiaries have to call a 1-800 number for assistance or pay fees just to be affiliated with a corporate name?
In these instances, and others, using a professional, private trustee is the best choice to provide a more personal, skilled, unbiased and conflict-free experience for your family. Our team of highly regarded attorneys, CPAs and investment advisors has the judgment, knowledge and experience to serve as your trustee.
“Committed to Your
Family’s Best Interest.”
“The creation of a thousand forests
is in one acorn.”