Acting as a Family Fiduciary

Sometimes, it is difficult to know what your duties are as a family fiduciary, especially if you are a member of the family in question.

Check out our archive for helpful articles about trusts and the role they can play in family finances.

Family Trusts

Fiduciaries for family trusts—including family trustees, guardians, and conservators, may be responsible for a range of different trust instruments.

• Marital, family and QTIP trusts
• Structured settlement trusts
• Special needs trusts

For these fiduciaries, RightPath Investments offers services such as the following:

• Guidance and comfort in choosing to serve.
• Fiduciary review for existing trusts (corporate or individual trustees).
• Compliance with the Uniform Prudent Investor Act and Uniform Principal and Income Act.
• Proper asset allocation.
• Balancing needs of multiple beneficiaries for both income and growth
• Development and monitoring of an IPS.
• Dealing with court oversight.

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