Private Trustees

When appropriate, Ridgeway Advisors' principals have served individually as independent fiduciaries on revocable and irrevocable trusts, helping to insure that family interests are incorporated into the management of these entities.

Trustee duties for taxable entities require knowledge of how asset allocation, investment management, income production, time horizons and lifestyle are integrated and beneficiary expectations met. Responsibility for charitable entities requires an ability to balance the expectations of both individuals and organizations. An understanding of the world of corporate trusteeships, custodians, tax reporting, annual accountings and general trust administration is invaluable.

We recognize that serving as a trustee requires a commitment to the long-term well being of the family, a sensitivity to multi-generational issues, objectivity, and confidence in exercising discretionary authority.