What is IFLC's definition of private trust?
A private trust is an individual's instructions for the management by another party of all or part of their property. Trustees have ultimate responsibility for the preservation and appropriate deployment of assets in a trust, ensuring that invested assets are productive and managed appropriately given the trust's objectives. Consequetnly, trustees clearly qualify as Investment Stewards.
How does IFLC maintain the confidentiality of its private trust members?
Names, addresses and/or telephone numbers are not released to anyone without the expressed permission of the member. No roster or membership lists are published on IFLC's website or elsewhere.
Are there membership requirements?
Yes. Trustees of private trusts may join IFLC. There is no minimum requirement, however, for the value of assets held in a trust that desire membership in IFLC. Private trusts are not required to be certified prior to admission to IFLC.
What are Fiduciary Roundtables?
Led by an industry expert, Fiduciary Roundtables represent an opportunity for trustees of private trusts to share ideas and experiences with one another on a topic of interest in a location near you.
What is FiduciaryNETTM?
FiduciaryNETTM is IFLC's members-only password-protected area. FiduciaryNETTM contains experts' conversations as well as research, educational and networking features of membership.
- Q&A Hotline contains categories of questions sent by members through FiduciaryNET and answered by experts selected by IFLC.
- Briefings & Recordings are handouts and educational subjects addressed by past speakers on issues of value to pension plan sponsors.
What is the Q&A Hotline on FiduciaryNETTM?
A means for members to stay in touch with fiduciary experts between Roundtable meetings, the Q&A Hotline feature on FiduciaryNET™ is a key component of IFLC's online community service. Since its inception, trustees of private trusts have asked many types of questions, from asset types to investment tracking tools.
Once a month all private trusts that are members of IFLC receive an update on recent discussions, Q&A Hotline traffic, and other IFLC news.
Key Features of IFLC Membership for Pension Plans
- Attendance at regional Fiduciary Roundtable events
- Handouts from Roundtable events
- Full access to FiduciaryNET
- Q&A Hotline conversations
- Internet meetings
- Briefings and recordings from Internet meetings
- Monthly updates
- First consideration for the Council of Global Advisors Program (additional fees apply)
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