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.