Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices’ personalized, high-touch service. However, the right corporate trustee can seamlessly extend the family office, offering objective trust administration...
Some studies show that illiquid assets make up approximately 55% of the portfolios of high-net-worth individuals. These assets could represent an initial source of a family’s wealth or an important part of the family’s history. When these assets are placed in trust to...
