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.
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