Sample Governance Audit

It’s not uncommon for disgruntled beneficiaries to bring lawsuits against trustees around the subject of “poor performance”.  The fact patterns often look like this–low performance by the trust versus high performance from the S&P 500 (or other index) during that same period. In the following resource you will learn our rationale in cutting apart unjustified “relative return” complaints and our process for establishing and executing a series of governance procedures to help trustees rebut the claims of disgruntled beneficiaries.