U.S. Fiduciary Advisors, LLC
U.S. Fiduciary Advisors, LLC
Sample Recent Assignments
Several generations of a wealthy Florida-based family interviewed and agreed
on a fiduciary provided by USFid to serve as trustee, or co-trustee, in a number
of entities that are part of a complex planning process.  The fiduciary has
worked closely with the family's lead law firm, Greenberg Traurig, and with
several CPA's who are part of the team.  The fiduciary has participated in many
meetings with family members, enhancing their comfort level and
understanding.  The family is grappling with how best to assure expert
governance of two philanthropic foundations that will focus on areas of interest
to the patriarch.  A USFid individual will play a key role in the charitable
organizations.

A widower in the mid-Atlantic region, surprised at the increase in his stock
portfolio during his later years, elected to review his entire situation.  With
guidance from family members, he sought a fresh perspective from the
Pillsbury law firm in Washington.  The firm worked with the client's long-time
CPA and created several partnership structures with subsequent gifting of partnership interests.  USFid provided a fiduciary who helped manage
the partnerships and subsequently served as personal representative of the
client's estate.

An international tax partner at Chadbourne & Parke in New York asked USFid's
help in working with a family whose several generations reside in various
European countries, in Canada, and in the United States.  USFid provided
fiduciaries to serve as co-managers of several investment companies and as
trustees of various family trusts.  Among many duties, the fiduciaries are
involved in evaluation of investment objectives and strategies and selection and
supervision of asset managers.