SAMPLE Proposal Letter for a Trustee
Sample Document

As part of the governance support service we help our clients document the answers to these frequently asked questions:
- What distribution rate is appropriate from the trust?
- What level of liquidity should I have as a contingency for periods of economic recession?
- Is the trust corpus adequately diversified?
- If the trust is not diversified, is there a rational basis for the concentration in core legacy holdings?
- Is the fee that I am charging as trustee fair?
- If an investment advisor has been hired to manage a portion of the trust assets, how do I know they are doing a good job?
If you want to know more about the service, select the link below to see a draft Engagement Letter.
Download Resource

We do what trustees should do, but don't know how
Anodos develops and maintains an investment governance process for trustees so that their fiduciary duties are fulfilled.