What should you look for in an Independent Trustee?

Simply you need a trustee that has relevant professional expertise and skills that assist the trustees with the decision-making process for the trust.
Historically this has been the family lawyer or accountant, but we are often seeing situations where those parties are too close to certain members of the family and are struggling to act in an impartial manner. A number of families are turning to a truly independent trustee to bring an impartial viewpoint into the trust.

If you have a trust and need an impartial viewpoint from skilled Trust professionals, then consider Covisory Trust Services. Give us a call and talk to either Marcus Diprose or Nigel Smith on how we can help you by offering independent trustee services.