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1-30 of 178 results

  • www.anson-group.com
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The existing fiduciary business of Anson Custody Limited has been disposed of in Q4/2019 to various successor trustees and fiduciaries...
Relevance: 101.26552
  • www.floridafss.com
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Florida Fiduciary Support Services LLC (FFSS) provides ultra-high-net-worth families with comprehensive implementation and ongoing administration of Family Trust Companies in Florida... We collaborate with family-office staff and existing advisors..
Relevance: 29.76934
  • www.allshoresincorporation.com
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Allshores Fiduciary Services Pte Ltd was established in year the 2002. It is dedicated to serving our esteemed and valuable clients by providing advanced, practical and cost-effective solutions. While highly-focused on its core activities, i.e...
Relevance: 29.273907
  • advanced401k.com
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Our process begins with assisting plan sponsors in understanding their roles and responsibilities as a fiduciary. We act as an ERISA 3(21) to the plan in which we share fiduciary responsibility with the plan sponsor. As a fiduciary, we implement a..
Relevance: 28.742252
  • mellafiduciary.co.za
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We create personalised estate plans that transfer intergenerational wealth in a tax efficient and seamless manner. We ensure that your Will dove tails with your Trust deed... We create new Trusts, perform health checks on existing Trust Deeds and..
Relevance: 27.996635
  • www.andrewsllc.com
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Andrews Advisory Associates, LLC is a Registered Investment Adviser firm located in Honolulu, Hawaii. We specialize in fiduciary, fee-only investment management services for individuals, families, small businesses and non-profit organizations. We are..
Relevance: 27.89405
  • lagosadvisors.com
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As a co-fiduciary, we must put the plan, your company, and your employees' needs first. We are monitor all plan providers, provide you with a comprehensive quarterly review, and recommend changes to you. We are a named fiduciary under ERISA Section..
Relevance: 27.711864
  • www.lifeinsuranceadvisorsinc.com
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Our fiduciary approach is highly unusual in the life insurance industry. It makes clients aware of all the best life insurance options for new or existing insurance, regardless of the company and including no-commission alternatives. Commissions and..
Relevance: 27.6936
  • www.usfid.com
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USFid was created at the suggestion of several leading trust and estate lawyers, particularly those reluctant to serve as fiduciaries themselves. Many families and their advisors perceive a need for seasoned independent (non-family) fiduciaries with..
Relevance: 27.053905
  • fiduciaryservicesltd.com
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Fiduciary Services Limited provides contemporary bespoke and holistic Private Client Services to High Net-Worth Individuals (HNIs). We are set up to attend to all matters pertaining to the life of an affluent person - their personal, family, and..
Relevance: 26.83823
  • www.fiduciaryduty21.org
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While many investors meet and frequently exceed these obligations and duties, we believe that effective policy can both clarify these obligations and duties and enhance the effectiveness of existing practices. This is particularly the case in..
Relevance: 26.623795
  • whiteglovefiduciary.com
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When your family needs private trust services, you have some choices. Traditionally, the only options available were either naming your existing family members, or a bank trust department. If you want to relieve your family of the burden of handling..
Relevance: 25.546764
  • www.westmoore-services.com
Westmoore Fiduciary Services is established in key jurisdictions over 3 continents, allowing us to offer efficient and tailor-made incorporation and management services... Stein is fluent in English, French and Norwegian and travels extensively to..
Relevance: 25.358398
  • execso.com
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Our mission is to establish synergy amongst what we call the Dimensions of Fiduciary Harmony.™ Execso works in coordination with your existing, trusted professionals and our network of proven experts to create your fiduciary standard... At Execso,..
Relevance: 25.025936
  • www.cescrews.com
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CES-CREWS is guided by one central question: How do we help make pension plans work well for everyone involved?... With our Lump Sum Analyzer (LSA), education, and participant consultants we provide an enhanced participant experience, increased..
Relevance: 24.649454
  • www.atticinvestments.com
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Attic Investments is proud to partner with accredited and institutional investors who wish to diversify their portfolios. Attic Investments also provides Investment Management services, including managing existing private equity funds, future private..
Relevance: 23.674091
  • www.iragoldusa.com
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AIS facilitates the self-directed transfer from an existing IRA to BitGo Trust Company. BitGo Trust Company is a non-fiduciary trust company, registered and regulated in the state of South Dakota as a non-depository trust company. BitGo Trust Company..
Relevance: 23.194614
  • www.amygoodsonlaw.com
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Amy Goodson Co., LLC is a law firm which for more than 12 years has focused on the representation of Community/Charter School Boards... Governing a charter school is a complex task involving a wide range of non-profit, corporate, ethical, and..
Relevance: 23.096733
  • www.r-dr.com
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We are conscious of the need for Trustees to fulfil their fiduciary duties and thus have deemed it necessary to take on investment risk. We also understand the size of the task at hand which means that have to balance the ravages of increasing costs,..
Relevance: 23.074799
  • www.lagniappefiduciary.com
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We offer competitive fees. Our annual fees are less than most other companies. We can also provide services on an hourly basis if desired... We are a fiduciary services company with no minimum trust size and no requirement to move your assets from..
Relevance: 22.873825
  • astuteesop.com
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Astute Efficacy ESOP Fiduciary Services (AEEFS) offers professional and independent trustee services to both new and existing ESOPs in the United States. AEEFS was founded in 2021 by Sofia Kumar, who has served as an ESOP trustee since 2015. Sofia..
Relevance: 22.808784
  • www.chiltontrustcompany.com
  • 5
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Chilton Trust is an independent, privately owned business. With no pressure to make sales, our teams are guided instead by a philosophy grounded in placing our clients' needs and interests above all else. We take great pride in providing options,..
Relevance: 22.4044
  • www.sfo.co.za
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Our comprehensive family office service, familyCFO, encompasses the full suite of services required to render our goal-based approach to the management of wealth. We complement our services with a particular focus on understanding complexity and..
Relevance: 22.278763
  • www.celticconsultingservices.com
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Celtic Consulting Services LLC is dedicated to the proposition that everyone should receive quality, timely, actionable advice. We believe that in order to be truly unbiased the advisor should not sell any product or represent any company that does..
Relevance: 21.79174
  • businesslawcle.com
  • 1
Join myLawCLE for an overview of directed trusts, including updates in state laws around the United States as well as recent case law. This class will cover the difference between a delegated trust and a directed trust and will explain the role of..
Relevance: 21.68424
  • www.hhassociates-llc.com
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A FIRM THAT PLANS AND PREPARES FOR END-OF-LIFE CARE. WE SPECIALIZE IN THE IRREVOCABLE FUNERAL TRUST (IFT) WHICH WILL ASSIST IN MEDICAID SPEND DOWN... Hilliard H. Wiggins III CFF, RFC, WMS is a Certified Financial Fiduciary which are sworn to uphold..
Relevance: 21.60403
  • www.fitzsimmonsfiduciaryservices.com
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We are a leading provider of fiduciary services in Phoenix, Arizona. We are focused entirely on helping clients, both individual and corporate, to resolve the issues that concern them most... We help clients protect the assets which they have..
Relevance: 21.50689
  • www.efinancialalliance.com
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E|Financial Alliance is a fee -only, financial life planning firm serving clients from a wide-range of income levels, along with small and medium sized businesses. We offer advice while serving as a Fiduciary, placing client interests above the firm...
Relevance: 21.342865
  • www.thgreencpa.com
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We offer a wide suite of services ranging from personal tax filing to corporate-level management consulting. Whether you're interested in maximizing your earning potential, mitigating loss, or protecting existing fiduciary holdings, you will..
Relevance: 20.99632
  • www.northlincolnhealthdistrict.org
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North Lincoln Health District (NLHD) is a Mission Driven Organization that has an administrative (fiduciary) obligation to the existing North Lincoln Hospital Retirement Plan Beneficiaries... Samaritan North Lincoln Hospital is a 17-bed Critical..
Relevance: 20.754883