An individual is considered a fiduciary when he or she serves as a trustee, board member or officer of a charitable corporation. Marc J. Lane Wealth Group® helps nonprofit fiduciaries and other key personnel to responsibly manage the assets entrusted to them. The professionals at Marc J. Lane Wealth Group® work with each nonprofit client to ensure that all fiduciaries:
Recognize their fiduciary status
Understanding their fiduciary obligations
Understanding the legal and regulatory environment impacting them
Developing prudent investment policies to include the development of an
Investment Policy Statement
Avoid conflicts of interest and prohibited transactions
Take action to mitigate the risks associated with being fiduciaries
Marc Lane is the author of Representing Corporate Officers and Directors, Aspen Publishers.
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