What Defines a Fiduciary Structure?
Assets are transferred to an independent fiduciary that acts under a strict duty of care. The mandate specifies objectives, oversight mechanisms, eligible investments, and distribution rules so that each beneficiary receives the right protection at the right time.
Core Roles
Settlor establishes the trust purpose and funding.
Fiduciary executes the mandate with transparent reporting.
Beneficiaries receive distributions according to predefined triggers.
Supervisory advisors ensure compliance, valuation, and audits.
Key Capabilities
Tailored investment policies with scenario testing.
Safekeeping and segregation of pledged collateral.
Automation for milestone-based disbursements.
Regulatory-grade documentation and governance.
Use Cases
Fiduciary mandates support wealth transfer strategies, real-estate developments, structured finance programs, and philanthropic capital. Each project can embed contingency plans, multi-jurisdiction controls, or ESG commitments without referencing any specific financial institution.
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