Trusted Investment Traps | Asset management


In the book Dune, Leto advises a young Paul: “Knowing where the trap is—that's the first step to avoiding it.” Serving as a trustee is a great honor and a great responsibility. Often, trustees are family members or close friends of the individual creating the trust and they want to help those they care for. However, they are often unaware of the duties and responsibilities that come with the role and investment of trust assets. It can also be more experienced professional trustees



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