| U.S. Fiduciary Advisors, LLC |
| U.S. Fiduciary Advisors, LLC |
Our Company
U.S. Fiduciary Advisors, LLC is a network of individuals willing and capable of
serving as trustees. "USFid" has been in business since 1999.
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 experience and integrity, instead of or in addition to
institutional trustees. We provide and support professionals for those roles.
Our fiduciaries are capable of handling a variety of situations; their backgrounds
are impressive, with relevant prior corporate or professional experience. In
addition to the individuals in our existing network, USFid provides a "search"
function to find the right fiduciary depending on a client's needs...a certain
geography, experience with an unusual asset class, a personal "fit." The
resulting relationship is between the client and the chosen fiduciary. USFid
trustees are compensated directly by the client according to customary
standards in relevant jurisdictions, generally an hourly fee or in some cases a
percentage of assets. Our company provides ongoing quality review and
support and is compensated by the fiduciaries in our network, not by the clients
being served.
Most of our work focuses on family succession and wealth planning. However,
our fiduciaries have also served beneficiaries of large legal settlements, acted
as executors, and played key roles in the myriad of other situations that require
trusts or similar vehicles. USFid professionals often function as a "quarterback"
to organize and direct other specialists. While we are occasionally contacted by
clients themselves, we are more often approached by the "architect" of client
plans -- usually a lawyer, and sometimes an asset manager or accountant.
We are known for, and proud of, our basic values, our hands-on attention to
details, and our track record of doing things right the first time.
serving as trustees. "USFid" has been in business since 1999.
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 experience and integrity, instead of or in addition to
institutional trustees. We provide and support professionals for those roles.
Our fiduciaries are capable of handling a variety of situations; their backgrounds
are impressive, with relevant prior corporate or professional experience. In
addition to the individuals in our existing network, USFid provides a "search"
function to find the right fiduciary depending on a client's needs...a certain
geography, experience with an unusual asset class, a personal "fit." The
resulting relationship is between the client and the chosen fiduciary. USFid
trustees are compensated directly by the client according to customary
standards in relevant jurisdictions, generally an hourly fee or in some cases a
percentage of assets. Our company provides ongoing quality review and
support and is compensated by the fiduciaries in our network, not by the clients
being served.
Most of our work focuses on family succession and wealth planning. However,
our fiduciaries have also served beneficiaries of large legal settlements, acted
as executors, and played key roles in the myriad of other situations that require
trusts or similar vehicles. USFid professionals often function as a "quarterback"
to organize and direct other specialists. While we are occasionally contacted by
clients themselves, we are more often approached by the "architect" of client
plans -- usually a lawyer, and sometimes an asset manager or accountant.
We are known for, and proud of, our basic values, our hands-on attention to
details, and our track record of doing things right the first time.
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