RZH Trust Management
Understanding the inherent responsibility in managing a trust, we follow a disciplined process of creating a distinct and separate plan for a trust. This approach allows us to support trustees in effectively implementing the rigorous Uniform Prudent Investor Act (UPIA) and guidelines required in managing a trust. As we are an independent registered investment advisor, we accept discretionary delegation and therefore can be held to the highest fiduciary standard. Each of our partners has earned the Accredited Investment Fiduciary designation, so we understand the full range of fiduciary duties, standards of care and tasks required of trustees. Our trust management process is built specifically to fulfill these responsibilities as well as meet the required UPIA guidelines. With our experienced planning and investment expertise, we can serve as a valuable resource to our clients’ advisors who are overseeing their trusts. We respect the advisor’s existing client relationships, and work cooperatively to help ensure that the trustee’s efforts on the family’s behalf are well-executed, documented, and fulfilled with lessened liability risk to the trustee. By making our planning and investment management expertise available to trustees and other family advisors,our objective is to create a more effective and responsible trust experience for all involved.
“The legal and accounting communities have responded extremely well to our trust management approach. They finally are able to access experienced financial advisors who can bring in-depth planning capabilities to trust management with a fiduciary level of accountability.”