Financial Institutions

Trust and Fiduciary Services

Flexible, customized solutions to satisfy regulatory requirements and support Trust and Fiduciary internal audit programs.

The Trust and Fiduciary team’s thorough examination procedures reflect extensive industry knowledge and account for regulators’ expectations. Trust and Fiduciary experts provide consultative services to assist management with proactively developing best practices and risk management strategies.

Professionals provide independence and objectivity and offer flexible delivery options. Trust and fiduciary services include:

  • Fiduciary activity risk assessments
  • Risk-based audit planning
  • Customizable trust department examinations
  • Ongoing consultation outside an engagement

Featured Thought Leader

Bryan Meddings

Bryan Meddings is a senior manager focused on trust and fiduciary services within the practice. His vast experience includes trust operations and internal audit, focusing on personal trust administration, wealth management, brokerage services, investment management, and registered investment advisor compliance testing.

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