“A trustee is held to something stricter than the morals of the market place. Not honesty alone, but the punctilio of an honor the most sensitive, is then the standard of behavior.” -Benjamin N. Cardozo in Meinhard v. Salmon 164 NE 545 (NY 1928)
Fiduciary services and wealth planning involve a myriad of laws and regulations lying in wait as landmines for the unwary. With so much regulation, the services of institutions and other private professionals can sometimes be viewed as fungible. At the same time, competitive pressures are increasing. To be distinct in this area, the quality of personal interactions are often viewed as the distinguishing factor.
Our attorneys are adept at joining with other client advisors in this industry as teammates who help to assure high-quality experiences for those involved. We come alongside to help avoid and resolve issues with practical and innovative insights based on many years of experience in the trenches.
The fiduciary services and wealth planning team has routinely handled intricate plans as well as large scale projects, including the following: