-
Fiduciary Trust Company: Custody Services
We combine high-touch client service with advanced capabilities. Our robust systems are essential, but we never replace human interaction with technology. We believe in both. At Fiduciary, you get precision, timeliness, dependability, and decisions rooted in common sense across all our custody capabilities.
This is all backed by a firm with a 90-year history of client asset safekeeping and over $20 billion in assets under custody. Learn more at fidtrustco.com/custody.
published: 01 Feb 2024
-
"Trusts for Entrepreneurs" with Christopher Shepler of Fiduciary Trust Company
Please click SUBSCRIBE to support our show and stay up to date!
See more stories of Entrepreneurship and Business at:
https://www.linkedin.com/company/radio-entrepreneurs/
Title: "Trusts for Entrepreneurs"
Guest: Christopher Shepler - Fiduciary Trust Company
Interviewers: Jeffrey Davis - Mage LLC, Marc Z - Marc Z Legal Staffing
Christopher Shepler of Fiduciary Trust Company, a wealth management firm in Boston since the 1880s, talks about the tax benefits of setting up a trust in New Hampshire, the importance of Domestic Asset Protection Trusts for entrepreneurs, and upcoming changes to federal estate tax exemption.
The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investmen...
published: 15 Dec 2023
-
2023 Q4 Market Outlook
As we go into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, discusses:
• The state of the markets
• The risk of a potential near-term recession
• Interest rates and inflation
• Investment opportunities in the current environment
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
published: 07 Nov 2023
-
Five Duties Of A Trust’s Trustee
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
A trustee of a trustee often takes certain actions, and beneficiaries of the trust wonder whether that action falls outside the range of duties that a trustee has toward the beneficiaries.
Many trust instruments specifically describe the duties of a trustee. And to the extent a particular trustee duty is not defined in the trust instrument, state trust law may define that duty.
It is important to note that provisions of trusts that limit a trustee's duty of loyalty to the beneficiary are ineffective.
Trustees of trusts have certain defined duties regar...
published: 24 Aug 2020
-
Fiduciary Duties | Equity & Trusts
Subscribe to my personal channel for videos on how to study law effectively & efficiently: https://www.youtube.com/channel/UCwgN8QVt3yIqcoi04EVqEYA A fiduciary relationship implies a duty of trust: it is usually a one-way relationship: a trustee owes a beneficiary a fiduciary duty, but not vice versa. “A fiduciary must act in good faith; he must not make a profit out of his trust; he must not place himself in a position where his duty and his interest may conflict; he may not act for his own benefit or the benefit of a third person without the informed consent of his principal. This is not intended to be an exhaustive list, but it is sufficient to indicate the nature of fiduciary obligations. They are the defining characteristics of the fiduciary”: Bristol and West Building Society v Mothe...
published: 24 Jun 2020
-
Navigating Wealth Management with Fiduciary Trust
In this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Company. Join us as we delve into Harison's experience in the finance industry, covering his strategic approach to investment manager selection, the intricacies of due diligence, and his perspective on asset allocation.
Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout their history, Fiduciary Trust has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. With over $23 billion in assets under supervision, Fiduciary Trust focuses on Investment portfolios tailored to client nee...
published: 06 Mar 2024
-
How Do You Prove Breach of Fiduciary Duty? | RMO Lawyers
https://rmolawyers.com/ -- A fiduciary duty is a legal obligation for a person in a position of trust and confidence, like a trustee or the executor of an estate, to act in the best interest of another party. If a fiduciary fails to act in the beneficiary’s best interest, they have likely breached their fiduciary duty. An experienced trust litigation attorney can help beneficiaries of trusts and heirs of estates pursue legal action against fiduciaries who breach their duties.
FULL ARTICLE: https://rmolawyers.com/how-do-you-prove-breach-of-fiduciary-duty/
What is a violation of fiduciary duty?
A violation of fiduciary duty occurs when a trustee or executor fails to meet their legal obligations, whether under the law or as dictated by a trust agreement. Trustees and executors are fiduciari...
published: 20 Sep 2021
-
18-55818 Julian Pollock v. Vanguard Fiduciary Trust Co.
Appeal of the district court's dismissal of a diversity action against Vanguard Fiduciary Trust Co., alleging breach of contract arising from the will and estate of a decedent, and the decedent's account with Vanguard.
published: 09 Jul 2019
-
2024 Market Outlook
The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines key forces that are likely to shape the financial markets this year and shares key considerations for investment portfolios.
In addition, Hans is joined by Fiduciary's President & CEO, Austin V. Shapard, to discuss topics on the minds of investors.
#marketoutlook
published: 29 Jan 2024
-
2023 Q3 Market Outlook
Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook article and video, Fiduciary's Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
published: 07 Nov 2023
2:49
Fiduciary Trust Company: Custody Services
We combine high-touch client service with advanced capabilities. Our robust systems are essential, but we never replace human interaction with technology. We be...
We combine high-touch client service with advanced capabilities. Our robust systems are essential, but we never replace human interaction with technology. We believe in both. At Fiduciary, you get precision, timeliness, dependability, and decisions rooted in common sense across all our custody capabilities.
This is all backed by a firm with a 90-year history of client asset safekeeping and over $20 billion in assets under custody. Learn more at fidtrustco.com/custody.
https://wn.com/Fiduciary_Trust_Company_Custody_Services
We combine high-touch client service with advanced capabilities. Our robust systems are essential, but we never replace human interaction with technology. We believe in both. At Fiduciary, you get precision, timeliness, dependability, and decisions rooted in common sense across all our custody capabilities.
This is all backed by a firm with a 90-year history of client asset safekeeping and over $20 billion in assets under custody. Learn more at fidtrustco.com/custody.
- published: 01 Feb 2024
- views: 16
11:40
"Trusts for Entrepreneurs" with Christopher Shepler of Fiduciary Trust Company
Please click SUBSCRIBE to support our show and stay up to date!
See more stories of Entrepreneurship and Business at:
https://www.linkedin.com/company/radio-ent...
Please click SUBSCRIBE to support our show and stay up to date!
See more stories of Entrepreneurship and Business at:
https://www.linkedin.com/company/radio-entrepreneurs/
Title: "Trusts for Entrepreneurs"
Guest: Christopher Shepler - Fiduciary Trust Company
Interviewers: Jeffrey Davis - Mage LLC, Marc Z - Marc Z Legal Staffing
Christopher Shepler of Fiduciary Trust Company, a wealth management firm in Boston since the 1880s, talks about the tax benefits of setting up a trust in New Hampshire, the importance of Domestic Asset Protection Trusts for entrepreneurs, and upcoming changes to federal estate tax exemption.
The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.
FOLLOW RADIO ENTREPRENEURS:
Website: https://radioentrepreneurs.com/
Spotify: https://open.spotify.com/show/2WvBpnnQWWkJcZo5oABHS1
Facebook: https://www.facebook.com/RadioEntrepreneurs/
LinkedIn: https://www.linkedin.com/company/radio-entrepreneurs/
Twitter: https://twitter.com/bizontheradio
Instagram: https://www.instagram.com/radioentrepreneurs/
Youtube: https://www.youtube.com/user/radioentrepreneurs/videos
Google Podcasts: https://bit.ly/3bXnGDM
Apple Podcasts: https://itunes.apple.com/us/podcast/radio-entrepreneurs/id1445102030
#RadioEntrepreneurs #JeffreyDavis #MAGE #Boston #Consulting #NewEngland #Radio #Entrepreneurship #Interview #Management #JDavis #Video #BostonBusiness #Entrepreneur #Zoom #Massachusetts #MA #FBA #FamilyBusinessAssociation #FamilyBusiness #FamilyBiz #Sales #Podcast #DomesticAssetProtectionTrusts #DAPTs #assetprotection #protectyourassets #protectyourbusiness #estateplanning #trusts #trustee #professionaltrustee #financialplanning #wealthmanagement #ChristopherShepler #FiduciaryTrustCompany #marcz #marczlegalstaffing
https://wn.com/Trusts_For_Entrepreneurs_With_Christopher_Shepler_Of_Fiduciary_Trust_Company
Please click SUBSCRIBE to support our show and stay up to date!
See more stories of Entrepreneurship and Business at:
https://www.linkedin.com/company/radio-entrepreneurs/
Title: "Trusts for Entrepreneurs"
Guest: Christopher Shepler - Fiduciary Trust Company
Interviewers: Jeffrey Davis - Mage LLC, Marc Z - Marc Z Legal Staffing
Christopher Shepler of Fiduciary Trust Company, a wealth management firm in Boston since the 1880s, talks about the tax benefits of setting up a trust in New Hampshire, the importance of Domestic Asset Protection Trusts for entrepreneurs, and upcoming changes to federal estate tax exemption.
The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.
FOLLOW RADIO ENTREPRENEURS:
Website: https://radioentrepreneurs.com/
Spotify: https://open.spotify.com/show/2WvBpnnQWWkJcZo5oABHS1
Facebook: https://www.facebook.com/RadioEntrepreneurs/
LinkedIn: https://www.linkedin.com/company/radio-entrepreneurs/
Twitter: https://twitter.com/bizontheradio
Instagram: https://www.instagram.com/radioentrepreneurs/
Youtube: https://www.youtube.com/user/radioentrepreneurs/videos
Google Podcasts: https://bit.ly/3bXnGDM
Apple Podcasts: https://itunes.apple.com/us/podcast/radio-entrepreneurs/id1445102030
#RadioEntrepreneurs #JeffreyDavis #MAGE #Boston #Consulting #NewEngland #Radio #Entrepreneurship #Interview #Management #JDavis #Video #BostonBusiness #Entrepreneur #Zoom #Massachusetts #MA #FBA #FamilyBusinessAssociation #FamilyBusiness #FamilyBiz #Sales #Podcast #DomesticAssetProtectionTrusts #DAPTs #assetprotection #protectyourassets #protectyourbusiness #estateplanning #trusts #trustee #professionaltrustee #financialplanning #wealthmanagement #ChristopherShepler #FiduciaryTrustCompany #marcz #marczlegalstaffing
- published: 15 Dec 2023
- views: 18
15:50
2023 Q4 Market Outlook
As we go into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outl...
As we go into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, discusses:
• The state of the markets
• The risk of a potential near-term recession
• Interest rates and inflation
• Investment opportunities in the current environment
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
https://wn.com/2023_Q4_Market_Outlook
As we go into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, discusses:
• The state of the markets
• The risk of a potential near-term recession
• Interest rates and inflation
• Investment opportunities in the current environment
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
- published: 07 Nov 2023
- views: 43
12:27
Five Duties Of A Trust’s Trustee
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. C...
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
A trustee of a trustee often takes certain actions, and beneficiaries of the trust wonder whether that action falls outside the range of duties that a trustee has toward the beneficiaries.
Many trust instruments specifically describe the duties of a trustee. And to the extent a particular trustee duty is not defined in the trust instrument, state trust law may define that duty.
It is important to note that provisions of trusts that limit a trustee's duty of loyalty to the beneficiary are ineffective.
Trustees of trusts have certain defined duties regarding loans from trusts, sales by a trustee to or from himself, trustee annual accounting to beneficiaries, the requirement of trustees to furnish information, and the fact that trustees are bound to act as a prudent administrator.
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
https://wn.com/Five_Duties_Of_A_Trust’S_Trustee
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
A trustee of a trustee often takes certain actions, and beneficiaries of the trust wonder whether that action falls outside the range of duties that a trustee has toward the beneficiaries.
Many trust instruments specifically describe the duties of a trustee. And to the extent a particular trustee duty is not defined in the trust instrument, state trust law may define that duty.
It is important to note that provisions of trusts that limit a trustee's duty of loyalty to the beneficiary are ineffective.
Trustees of trusts have certain defined duties regarding loans from trusts, sales by a trustee to or from himself, trustee annual accounting to beneficiaries, the requirement of trustees to furnish information, and the fact that trustees are bound to act as a prudent administrator.
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
- published: 24 Aug 2020
- views: 59693
14:51
Fiduciary Duties | Equity & Trusts
Subscribe to my personal channel for videos on how to study law effectively & efficiently: https://www.youtube.com/channel/UCwgN8QVt3yIqcoi04EVqEYA A fiduciary ...
Subscribe to my personal channel for videos on how to study law effectively & efficiently: https://www.youtube.com/channel/UCwgN8QVt3yIqcoi04EVqEYA A fiduciary relationship implies a duty of trust: it is usually a one-way relationship: a trustee owes a beneficiary a fiduciary duty, but not vice versa. “A fiduciary must act in good faith; he must not make a profit out of his trust; he must not place himself in a position where his duty and his interest may conflict; he may not act for his own benefit or the benefit of a third person without the informed consent of his principal. This is not intended to be an exhaustive list, but it is sufficient to indicate the nature of fiduciary obligations. They are the defining characteristics of the fiduciary”: Bristol and West Building Society v Mothew [1998] Ch 1 (Millett LJ).
If you have any questions drop me a message below 👍🏻
-------------------------------
Hey! If you’re new to the channel… my name is Gareth Evans
I am the owner of Digestible Notes, a website created to make learning fun and easy to understand. Our ultimate goal is to make education accessible to everyone and centralise the internet's vast sea of information.
I want to show you that anyone can achieve their learning goals and live their dream life.
Read from our website: https://digestiblenotes.com
-------------------------------
SEE MY VIDEO ON SPECIFIC DUTIES ➡️
https://www.youtube.com/watch?v=CrxDMTWIjAs
If you liked this video you may like my website post on 'Trustees' Duties': https://digestiblenotes.com/law/trusts/trustees_duties.php
https://wn.com/Fiduciary_Duties_|_Equity_Trusts
Subscribe to my personal channel for videos on how to study law effectively & efficiently: https://www.youtube.com/channel/UCwgN8QVt3yIqcoi04EVqEYA A fiduciary relationship implies a duty of trust: it is usually a one-way relationship: a trustee owes a beneficiary a fiduciary duty, but not vice versa. “A fiduciary must act in good faith; he must not make a profit out of his trust; he must not place himself in a position where his duty and his interest may conflict; he may not act for his own benefit or the benefit of a third person without the informed consent of his principal. This is not intended to be an exhaustive list, but it is sufficient to indicate the nature of fiduciary obligations. They are the defining characteristics of the fiduciary”: Bristol and West Building Society v Mothew [1998] Ch 1 (Millett LJ).
If you have any questions drop me a message below 👍🏻
-------------------------------
Hey! If you’re new to the channel… my name is Gareth Evans
I am the owner of Digestible Notes, a website created to make learning fun and easy to understand. Our ultimate goal is to make education accessible to everyone and centralise the internet's vast sea of information.
I want to show you that anyone can achieve their learning goals and live their dream life.
Read from our website: https://digestiblenotes.com
-------------------------------
SEE MY VIDEO ON SPECIFIC DUTIES ➡️
https://www.youtube.com/watch?v=CrxDMTWIjAs
If you liked this video you may like my website post on 'Trustees' Duties': https://digestiblenotes.com/law/trusts/trustees_duties.php
- published: 24 Jun 2020
- views: 9262
45:14
Navigating Wealth Management with Fiduciary Trust
In this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Compan...
In this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Company. Join us as we delve into Harison's experience in the finance industry, covering his strategic approach to investment manager selection, the intricacies of due diligence, and his perspective on asset allocation.
Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout their history, Fiduciary Trust has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. With over $23 billion in assets under supervision, Fiduciary Trust focuses on Investment portfolios tailored to client needs.
Harison emphasizes the need for a clear understanding of how managers aim to achieve outperformance, their competitive advantage, and in which market environments their strategies are likely to succeed. He highlights the significance of in-person meetings with key decision-makers to fully grasp a strategy. Furthermore, Harison delves into the extensive research undertaken to complement these discussions, including analysis of past returns and current holdings to gauge how a strategy generated historical returns and what factors will drive future returns. This rigorous approach ensures alignment with narratives presented by managers and confirms a solid understanding of the underlying strategy.
Harison also shares personal insights, from the influence of his family and mentors on his career path to his thoughts on the impact of technology and AI in investment management. His unique blend of personal anecdotes and professional expertise offers listeners valuable lessons on navigating the complexities of the investment management landscape. This episode not only illuminates the technical prowess required in finance but also the human elements that drive the industry forward. The conversation also touches on the significance of sustainability in investment decisions, reflecting on how these factors are integrated into Fiduciary Trust's operations.
Harison's role at Fiduciary Trust highlights the company's dedication to meticulous investment manager selection and due diligence, ensuring that client investments are managed with the utmost care and professionalism. This episode is a must-watch for anyone interested in the nuances of investment management and the principles that guide industry leaders in making informed, strategic decisions.
Harison Sidhu: https://www.linkedin.com/in/harison-sidhu-cfa-frm-68134014/
Robert Morier: https://www.linkedin.com/in/robertlmorier/
Andrew O’Shea: https://www.linkedin.com/in/andrew-o-shea-03717516/
Our Website:
https://dakota.com
Fiduciary Trust:
https://www.fiduciary-trust.com/
🎙️ Listen to the Podcast:
Spotify:
https://open.spotify.com/show/3NUXRMzfr56xQ9VDeavhjN?si=bc5764c861054069
Apple Podcast:
https://podcasts.apple.com/us/podcast/dakota-live-podcast/id1652357638
0:00 Intro
1:53 At the desk
2:27 Harison Sidhu Intro
5:25 Starting the career
7:04 Manager research approaches
8:19 Fiduciary trust
10:25 Changing to trust
11:02 Slicing up the pie
12:07 Asset allocation process
14:51 Education process
15:30 Manager research process
18:18 Size threshold
19:20 Filtering options
22:14 Picking complementary managers
24:05 Manager fees
26:12 Active washers
27:58 Portfolio construction
30:26 Private and public balance
31:42 Vehicles
32:08 Private markets interest in niche areas
33:05 Active risks
35:48 Active areas of interest
37:16 Emerging markets
38:32 Technology and AI
40:08 Sustainability and ESG
42:00 History
43:18 Mentors
44:09 Outro
https://wn.com/Navigating_Wealth_Management_With_Fiduciary_Trust
In this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Company. Join us as we delve into Harison's experience in the finance industry, covering his strategic approach to investment manager selection, the intricacies of due diligence, and his perspective on asset allocation.
Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout their history, Fiduciary Trust has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. With over $23 billion in assets under supervision, Fiduciary Trust focuses on Investment portfolios tailored to client needs.
Harison emphasizes the need for a clear understanding of how managers aim to achieve outperformance, their competitive advantage, and in which market environments their strategies are likely to succeed. He highlights the significance of in-person meetings with key decision-makers to fully grasp a strategy. Furthermore, Harison delves into the extensive research undertaken to complement these discussions, including analysis of past returns and current holdings to gauge how a strategy generated historical returns and what factors will drive future returns. This rigorous approach ensures alignment with narratives presented by managers and confirms a solid understanding of the underlying strategy.
Harison also shares personal insights, from the influence of his family and mentors on his career path to his thoughts on the impact of technology and AI in investment management. His unique blend of personal anecdotes and professional expertise offers listeners valuable lessons on navigating the complexities of the investment management landscape. This episode not only illuminates the technical prowess required in finance but also the human elements that drive the industry forward. The conversation also touches on the significance of sustainability in investment decisions, reflecting on how these factors are integrated into Fiduciary Trust's operations.
Harison's role at Fiduciary Trust highlights the company's dedication to meticulous investment manager selection and due diligence, ensuring that client investments are managed with the utmost care and professionalism. This episode is a must-watch for anyone interested in the nuances of investment management and the principles that guide industry leaders in making informed, strategic decisions.
Harison Sidhu: https://www.linkedin.com/in/harison-sidhu-cfa-frm-68134014/
Robert Morier: https://www.linkedin.com/in/robertlmorier/
Andrew O’Shea: https://www.linkedin.com/in/andrew-o-shea-03717516/
Our Website:
https://dakota.com
Fiduciary Trust:
https://www.fiduciary-trust.com/
🎙️ Listen to the Podcast:
Spotify:
https://open.spotify.com/show/3NUXRMzfr56xQ9VDeavhjN?si=bc5764c861054069
Apple Podcast:
https://podcasts.apple.com/us/podcast/dakota-live-podcast/id1652357638
0:00 Intro
1:53 At the desk
2:27 Harison Sidhu Intro
5:25 Starting the career
7:04 Manager research approaches
8:19 Fiduciary trust
10:25 Changing to trust
11:02 Slicing up the pie
12:07 Asset allocation process
14:51 Education process
15:30 Manager research process
18:18 Size threshold
19:20 Filtering options
22:14 Picking complementary managers
24:05 Manager fees
26:12 Active washers
27:58 Portfolio construction
30:26 Private and public balance
31:42 Vehicles
32:08 Private markets interest in niche areas
33:05 Active risks
35:48 Active areas of interest
37:16 Emerging markets
38:32 Technology and AI
40:08 Sustainability and ESG
42:00 History
43:18 Mentors
44:09 Outro
- published: 06 Mar 2024
- views: 123
4:01
How Do You Prove Breach of Fiduciary Duty? | RMO Lawyers
https://rmolawyers.com/ -- A fiduciary duty is a legal obligation for a person in a position of trust and confidence, like a trustee or the executor of an estat...
https://rmolawyers.com/ -- A fiduciary duty is a legal obligation for a person in a position of trust and confidence, like a trustee or the executor of an estate, to act in the best interest of another party. If a fiduciary fails to act in the beneficiary’s best interest, they have likely breached their fiduciary duty. An experienced trust litigation attorney can help beneficiaries of trusts and heirs of estates pursue legal action against fiduciaries who breach their duties.
FULL ARTICLE: https://rmolawyers.com/how-do-you-prove-breach-of-fiduciary-duty/
What is a violation of fiduciary duty?
A violation of fiduciary duty occurs when a trustee or executor fails to meet their legal obligations, whether under the law or as dictated by a trust agreement. Trustees and executors are fiduciaries, meaning they are required by law to follow specific rules that dictate their behavior. They must act in good faith and with undivided loyalty, always placing a beneficiary’s best interest first, even above their own self-interest.
Falling short of these expectations can expose a fiduciary to serious legal consequences. For example, trustees and executors who violate their fiduciary duties can face suspension or removal from their position and be ordered to pay surcharges (penalties) to reimburse beneficiaries for financial harm caused. In extreme cases, a fiduciary can even face criminal charges.
What is an example of a breach of fiduciary duty?
Breach of fiduciary duty refers to a situation where an individual owing a fiduciary duty fails to fulfill an obligations for any reason. Breaches can be intentional or negligent, depending on whether there was intent on behalf of the fiduciary or if it was simply an accident or incompetence that led to a breach.
Some common examples of breach of fiduciary duty include failing to disclose relevant facts, failing to avoid conflicts of interest, and self-dealing, which is when a fiduciary takes advantage of their position for personal profit at the expense of their beneficiary’s profits and assets. Trustees and executors can also breach their fiduciary duties by committing fraud, theft, or embezzlement against the trust or estate.
FULL ARTICLE: https://rmolawyers.com/how-do-you-prove-breach-of-fiduciary-duty/
Have questions? We’re happy to discuss.
Call (424) 320-9444 or email hello@rmolawyers.com
About RMO, LLP
RMO LLP serves clients in Los Angeles, Santa Monica, Ventura, Santa Barbara, San Francisco, Orange County, San Diego, Kansas City, Miami, and communities throughout California, Florida, Missouri, and Kansas. Our founder, Scott E. Rahn, has been named “Top 100 – Trust and Estate Litigation” by SuperLawyers, Trusts and Estates Litigator of the Year, and Best Lawyers in America for Litigation – Trusts and Estates. For a free consultation, call (424) 320-9444 or visit: https://rmolawyers.com.
https://wn.com/How_Do_You_Prove_Breach_Of_Fiduciary_Duty_|_Rmo_Lawyers
https://rmolawyers.com/ -- A fiduciary duty is a legal obligation for a person in a position of trust and confidence, like a trustee or the executor of an estate, to act in the best interest of another party. If a fiduciary fails to act in the beneficiary’s best interest, they have likely breached their fiduciary duty. An experienced trust litigation attorney can help beneficiaries of trusts and heirs of estates pursue legal action against fiduciaries who breach their duties.
FULL ARTICLE: https://rmolawyers.com/how-do-you-prove-breach-of-fiduciary-duty/
What is a violation of fiduciary duty?
A violation of fiduciary duty occurs when a trustee or executor fails to meet their legal obligations, whether under the law or as dictated by a trust agreement. Trustees and executors are fiduciaries, meaning they are required by law to follow specific rules that dictate their behavior. They must act in good faith and with undivided loyalty, always placing a beneficiary’s best interest first, even above their own self-interest.
Falling short of these expectations can expose a fiduciary to serious legal consequences. For example, trustees and executors who violate their fiduciary duties can face suspension or removal from their position and be ordered to pay surcharges (penalties) to reimburse beneficiaries for financial harm caused. In extreme cases, a fiduciary can even face criminal charges.
What is an example of a breach of fiduciary duty?
Breach of fiduciary duty refers to a situation where an individual owing a fiduciary duty fails to fulfill an obligations for any reason. Breaches can be intentional or negligent, depending on whether there was intent on behalf of the fiduciary or if it was simply an accident or incompetence that led to a breach.
Some common examples of breach of fiduciary duty include failing to disclose relevant facts, failing to avoid conflicts of interest, and self-dealing, which is when a fiduciary takes advantage of their position for personal profit at the expense of their beneficiary’s profits and assets. Trustees and executors can also breach their fiduciary duties by committing fraud, theft, or embezzlement against the trust or estate.
FULL ARTICLE: https://rmolawyers.com/how-do-you-prove-breach-of-fiduciary-duty/
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- published: 20 Sep 2021
- views: 14809
21:33
18-55818 Julian Pollock v. Vanguard Fiduciary Trust Co.
Appeal of the district court's dismissal of a diversity action against Vanguard Fiduciary Trust Co., alleging breach of contract arising from the will and estat...
Appeal of the district court's dismissal of a diversity action against Vanguard Fiduciary Trust Co., alleging breach of contract arising from the will and estate of a decedent, and the decedent's account with Vanguard.
https://wn.com/18_55818_Julian_Pollock_V._Vanguard_Fiduciary_Trust_Co.
Appeal of the district court's dismissal of a diversity action against Vanguard Fiduciary Trust Co., alleging breach of contract arising from the will and estate of a decedent, and the decedent's account with Vanguard.
- published: 09 Jul 2019
- views: 220
20:38
2024 Market Outlook
The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook video, Fiduciary's Chief Investment...
The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines key forces that are likely to shape the financial markets this year and shares key considerations for investment portfolios.
In addition, Hans is joined by Fiduciary's President & CEO, Austin V. Shapard, to discuss topics on the minds of investors.
#marketoutlook
https://wn.com/2024_Market_Outlook
The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook video, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines key forces that are likely to shape the financial markets this year and shares key considerations for investment portfolios.
In addition, Hans is joined by Fiduciary's President & CEO, Austin V. Shapard, to discuss topics on the minds of investors.
#marketoutlook
- published: 29 Jan 2024
- views: 33
20:33
2023 Q3 Market Outlook
Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in t...
Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook article and video, Fiduciary's Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
https://wn.com/2023_Q3_Market_Outlook
Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook article and video, Fiduciary's Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.
View our investment insights at fidtrustco.com/investments.
#fiduciarytrust #marketoutlook
- published: 07 Nov 2023
- views: 37