What Is a Fiduciary?
A fiduciary is a person who holds something in trust, acting on behalf of another (as in managing money or property). A fiduciary assumes a duty to act in good faith with care, candor, and loyalty in fulfilling his or her obligations.
Do you need a Professional Fiduciary?
Managing a trust is an extremely complex job that requires great attention to detail and an understanding of both financial and legal issues. Some people find they are overwhelmed, lack the experience, or are having health issues that prevent them from being able to manage all the details involved in administering a trust.
Many individuals and families find they benefit from the personalized service that a professional fiduciary offers. When you hire Stiles Partners, we take the worry and hassle out of managing, tracking, and investing the assets of your trust. We pay the bills; monitor all investments; and provide regular, detailed reports to your beneficiaries.
Why rely on Stiles Partners instead of a bank?
1
Personalized Service
We believe your personal well-being is as important as your finances. We offer a blend of services that banks can’t match, from monthly in-person visits to coordinating and overseeing personal care for the infirm. We can serve in a range of roles in addition to trustee, including Durable Power of Attorney for finance and healthcare agent, so we can see you through your life. We stay in close communication with our clients and families so if there is a change in your life, we're there to provide support.
2
Responsiveness
We provide a level of service that flexes to meet clients’ changing circumstances. If a change or special circumstance arises in your life, or there is something you need that requires immediate action, there is no need to consult a review board to approve any action. We can act quickly and efficiently on your behalf, and address the situation with concierge-level service.
3
We Work With Your
Chosen Professionals
At Stiles Partners, we work with your chosen professionals, from your CPA to your financial advisor. We simply join your team to focus on your best interests. When needed, we bring in reputable outside investment firms and service providers, and we believe that an investment package should be tailored to what's best for the trust and the individual/s that it was designed for.