Fiduciary Services

These services are provided by a person or firm such as a bank, trust company orregistered investment adviser(RIA) serving as a trustee, executor, personal administrator or discretionary agent having direct responsibility for managing assets for or on behalf of individuals and families, as well as estates, trusts, private foundations and other entities they establish or control. Providers of these services (personal fiduciaries) also may serve as a trust protector or non-discretionary advisor having an indirect impact on the management of such assets.
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