Tag: StraightArrowSolutions
-
Why Proper Trust Accounting is Essential for Independent Trustees—and How to Get It Right
Independent trustees play a vital role in trust administration, ensuring that a grantor’s wishes are carried out while prioritizing the best interests of beneficiaries. Their personalized approach and flexibility often set them apart from institutional trustees. However, without the support of dedicated trust operations departments or specialized systems, independent trustees face unique challenges—particularly in maintaining… Read more