Is it a family member? A trusted friend? An attorney or CPA? Or is the best choice a corporate trustee? The reasons for naming a family member or friend are somewhat obvious — this is someone ...

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing ...

In the world of workplace pensions, the mantra of the day from policymakers is that bigger is better. But despite this ...

Compared to other professional options, such as a corporate trustee, a private fiduciary typically has fewer clients and may provide more personalized service, taking time to get to know a family ...

Perpetual’s Tony D’Aloisio-chaired board is digging its heels in on KKR’s recut $2.2 billion offer to carve out the 139-year-old giant’s corporate trustee and wealth units. New Perpetual ...

GWG Holdings Inc.’s litigation trustee is seeking approval for a settlement with former executives that includes liability releases following a complaint filed last year accusing them of “corporate ...