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Personal Trust: Would You Turn Down a Million-Dollar Account?

Published by: TowerGroup

Published: Dec. 1, 2003 - 12 Pages


Table of Contents


Vision

Introduction

Key Drivers in the Personal Trust Market

The Trust Market

Roles in a Trust

Duties of a Trustee

Trust Management Process

Technology

Challenges

Conclusion

Abstract

This Research Note will investigate the world of personal trust services. TowerGroup defines "personal trust services" as those administrative and management functions performed by a commercial trustee for trusts established by individuals

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