48: Best Practices Trusts

In White Paper No. 48, we recommend that families who use trusts (or who are considering establishing trusts) evaluate the advantages of “unbundling” the activities that have historically been bundled into one product by the trust industry. In other words, instead of settling for mediocre, bundled trust services, families should unbundle them and engage the best providers available for all their trust needs: fiduciary, asset management, custody, tax, administration.

Download the white paper here »

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