California Trusts and Estates Quarterly (Volume 27, Issue 1, 2021) How much is too much? Trustee Compensation and an Analysis of California Rules of Court, Rule 7.776

In this white paper, we discuss reasons for NOT diversifying the assets of a trust as well as reasons FOR doing so–all of which might satisfy the prudent investor standards under different circumstances.

It’s difficult to answer the question, “Is my investment advisor doing a good job?” Predictably, all investment advisors report that they are “doing great” and are “above average.” In this free White Paper, we’ll address this difficult issue.

For years, the investment industry has promoted the virtues of hedge funds and private equity funds for large instructional investors and ultra high net worth individuals. But over the last few years these products have come under increased scrutiny because the hoped-for benefits have, for the most part, not materialized.

In this ebook, we’ll provide a clear roadmap to help trustees understand their five core duties of care, and more importantly, how to fulfill these duties.

The evaluation of an investment manager requires tools for determining whether or not the manager took appropriate risk to earn the return needed in accomplishing the investor’s objectives. Without these benchmarking tools, no objective judgment about risk and return can be made. Without a plumb line it is impossible to know if the wall is straight.