More Information – Background & News

Alex to address the AXA Financial Advisors group

I have been invited to address the AXA Financial Advisors group on September 25, 2015. I’ll be speaking about what every financial advisor needs to know about the role of a Private Trustee. Here is the slideshow that went with…
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Why do you need a Private Trustee?

A private trustee often plays a highly skilled and positive role in the lives of many people, including the elderly, those who may be impaired or incapacitated in some way, as well as those who may be living full and productive lives but who may require help making sound decisions for themselves, either on a day-to-day basis, or when recovering from grief or illness.

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