Hidden Risks Using Directed and Delegated Trusts Facing the Modern Trust Company
In this report, you’re going to:
- Learn from trust companies whose business was significantly impacted because every statement going out to their clients was incorrect
- See why misreporting—that isn’t your fault—opens you and your trust company up to substantial liability
- Discover why the biggest risk may be reputational damage, which could prevent new business acquisition and ultimately sink your company
- And, ultimately, you will learn how to sidestep this highly risky issue (and, if needed, outsource your back-office operations efficiently)— so you can focus on better serving your clients and new business growth.