Independent Trustees use interim executives to manage companies within estates for several reasons, including maintaining continuity, accessing expertise, time constraints, objective decision-making, and liability protection. Robert Jordan and Dan Felix will explain how Interim executives can provide valuable support and guidance during periods of transition and can help ensure that the trust owned company continues to operate smoothly while the independent trustee fulfills their fiduciary duty to the estate. These seven main factors will be introduced and discussed: Time, Continuity, Expertise, Objectivity, Risk Management, Fractional Work and Efficiency. Robert Jordan has launched companies and helped other owners and investors build their companies for over 25 years. Daniel P. Felix advises & counsels families and their trustees about trust administration and in the right situation, Dan serves as trustee.
On-Demand