Certain persons are considered under the law to be fiduciaries to the trusts or plans they oversee. The fiduciary duty they owe is the highest standard of care recognized. Benchmark can assist fiduciaries in understanding the heightened responsibilities related to such a duty.
On the other hand, wealthy families and individuals who are asset-owners may prefer objective insights from an independent firm such as Benchmark, which is knowledgeable of and commits to the highest fiduciary standards. If you can access one of the leading experts in money management industry abuses, why wouldn't you?
Our due diligence and forensic investigations makes us uniquely capable of anticipating emerging fiduciary concerns and regulatory developments, in addition to adhering to existing standards.