Sterling Trustees

When setting up a trust, situs (or location) is critical. It’s essential to choose a state where both grantor and beneficiaries gain maximum value.

Optimizing the benefits of trusts can help grow and protect your business, expanding your existing client relationships while strengthening your position as their most trusted advisor.

In recent years, RIAs have been the “

A perfect storm is a critical situation caused by a “powerful concurrence of factors.”

Before going into specific types of trusts, it is important to understand two commonly used trust administration methods and their fiduciary risks. Below we examine delegated trusts, also known as discretionary trusts, and directed trusts.