最終更新日:2024/08/01
A person or firm serving as a trustee or trust protector, executor or personal representative, or discretionary or non-discretionary investment agent managing or impacting the management of assets for or on behalf of individuals and families, and the trusts, estates, private foundations and other entities they establish or control.
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personal fiduciary
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元となった辞書の項目
personal fiduciary
noun
A
person
or
firm
serving
as
a
trustee
or
trust
protector,
executor
or
personal
representative,
or
discretionary
or
non-discretionary
investment
agent
managing
or
impacting
the
management
of
assets
for
or
on
behalf
of
individuals
and
families,
and
the
trusts,
estates,
private
foundations
and
other
entities
they
establish
or
control.
意味(1)
A
person
or
firm
serving
as
a
trustee
or
trust
protector,
executor
or
personal
representative,
or
discretionary
or
non-discretionary
investment
agent
managing
or
impacting
the
management
of
assets
for
or
on
behalf
of
individuals
and
families,
and
the
trusts,
estates,
private
foundations
and
other
entities
they
establish
or
control.