You may not know it by looking at me, but I’m a huge Pink Floyd fan. When I thought about writing this blog, one lyric kept popping into my head: “All we need to do is make sure we keep talking.” This line was spoken by Stephen Hawking on the 1994 recording of “Keep Talking.” Brilliant.
This sentiment rings true in every aspect of life — even in the world of trust and fiduciary audit. As a member of Wipfli’s Trust and Fiduciary Audit team, we indeed have lots to talk about. Our team is uniquely qualified to address all your questions and to work with you as a partner to guide you and your team.
We work with various trust departments throughout the country with trust assets varying from $10 million to $4 billion, and newly formed to firmly established. Because we are a dedicated team, our testing methodology includes in-depth procedures that genuinely identify how your department functions and suggestions to improve those functions. We have assisted our clients with matters ranging from interpreting regulations and industry best practices to navigating new investment trends including cannabis and cryptocurrency.
Our specialized knowledge has been gained through industry certifications, ongoing continued education and networking, but most importantly, through listening and talking to trust teams just like yours. The key is to keep talking.
Let us know your thoughts and concerns and how we can assist. As a team dedicated to trust and your needs, our emphasis is you, at all times and not just the period when your annual trust exam is being performed. Discover the value of having Wipfli as a dedicated partner in your corner.
Please do not hesitate to contact us to talk about how we can partner with you on:
- Trust department risk assessments
- Risk-based trust audits
- Regulatory environment
- Special projects
- Department growth
- Industry trends
Talk to us and let us be your resource for all things trust. When we keep talking, everyone is better for it.
Trust risk assessments: A fiduciary must