Our host Joe Samulski, Managing Director of BNY Mellon, will present on this topic: Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a Trustee
Attendance is included with membership, but advance registration is required.
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|11:30 a.m.||FOX Welcome and Wealth Trends Update|
Host presentation during lunch
Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a Trustee
Being a trustee today carries more risks and responsibilities than ever, and professional trustees are held to an even higher standard. This discussion will arm you with actionable, guiding principles to follow when exercising discretion in a trust, key considerations on the power to adjust, a trustee’s duty to keep and render accounts, and the impact of varying state laws. We will also discuss fiduciary trends we are seeing across the industry and with our family office clients. Bring your questions and join us for an engaging, informative discussion about today’s fiduciary trends and challenges.
|12:45 p.m.||Peer Dialogue|