How Trustees Can Fulfill Their Duty of Care While Protecting Themselves Being named a trustee is an honor—but it also places you in a complex role, especially if you are not experienced in this area. As a trustee, you are responsible for stewarding someone’s financial legacy while balancing family dynamics, legal obligations, and investment decisions.…
At Riverwater Partners, we believe that smart investments can drive meaningful change—not just in the world, but in the lives of our clients. To bring that philosophy to life, we sat down with Brian Gigl, Director of Wealth Management, to hear about his journey, his approach to financial advising, and his perspective on guiding families…
When a friend or family member names you as trustee, it feels like an honor—a profound sign of trust and respect. But along with that honor comes something they rarely mention upfront: the keys to somebody’s financial legacy, a 100-page legal document written in dense legalese, anxious beneficiaries with competing needs, and the constant shadow…
Managing a trust is about more than financial oversight—it’s about honoring the grantor’s intent, supporting beneficiaries, and ensuring that the trust document is being followed. For trustees, this responsibility often comes alongside busy careers, family obligations, and other personal commitments. At Riverwater Partners, we understand the challenges trustees face and the importance of providing thoughtful…
