Hosted By: Family Office Exchange
Location: Convene Conference Center, 101 Park Ave. at 41st St., New York, NY 10178
One of the most important decisions the grantor of a trust will make is picking the person or institution to be in-charge of the assets and executing the fiduciary duties the trust requires. Building on the prior sessions, Mark Harder will review various trustee options, the pros and cons of each option, and identify how to select the most qualified trustee for your family’s circumstances.
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries. Recommended for: Personal trustees serving as fiduciaries for family trusts and the beneficiaries of the family trusts. Qualified advisors may attend with a family trustee or beneficiary client.