Membership: Private Trusts

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A private trust is formed when an individual conveys to another party the management of all or part of their property. As trustees, persons that manage a trust have ultimate responsibility for the preservation and appropriate deployment of the trust's assets. Trustees are also responsible for ensuring that invested assets of a trust are productive and managed appropriately given the trust's objectives. Consequently, trustees clearly qualify as Investment Stewards and are welcomed as members of IFLC.

Benefits to Members

   Guidance on practices that meet the highest standards of care

   Access to experts on prudent practices online

   Training courses constructed specifically for trustees of private trusts

   Peer interaction and networking

   Webinars

  Standards development reports

  Newsletter to keep you current on issues affecting trustees


Consider IFLC

Confirm your adherence to the prudent process requirements of the Uniform Prudent Investor Act by joining IFLC. The private trust community of IFLC is the premier source for standards of care for trustees.

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