Our Mission:
The Private Fiduciary is an accreditation organization with a mission to provide support services to individuals serving in fiduciary roles, so that the private fiduciary can better serve the beneficiaries. The support services include education, accountings, audits and verification of funds. The accreditation service is designed and executed with the goal of reviewing the education, skills and credentials of the individual fiduciary and to provide a place where feedback of the private fiduciary can be collected and reviewed without bias in order to provide the public with the information needed to make informed choices about the private fiduciary selected to serve.
What we do:
1. Accreditation Service: Review of the education, credentials and skills of each Private Fiduciary.
2. Education: Provide education to the Private Fiduciary for improved trust administration.
3. Accounting and other back office services.
4. Provide independent audits and verification of funds.
5. Provide a mechanism for reporting and review of complaints concerning Private Fiduciaries.
6. Collect and report verified feedback concerning the Private Fiduciary.