Help families plan ahead while keeping trusted advice around them

Generational takes responsibility for administering the trust and making trustee decisions.

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The adviser remains responsible for the advice they provide. An approved investment manager is responsible for the services it provides under its mandate.

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Generational remains responsible for deciding whether to appoint and retain the manager, monitoring the arrangement and meeting its duties as trustee.

A trust should not require a family to replace trusted professionals without good reason.

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The same adviser or investment manager can remain involved, although account ownership, platform or custody arrangements may need to change.

Generational must approve any investment manager and keep the appointment under review.

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We may require changes if an arrangement no longer meets the trust’s needs or our duties as trustee.

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Continued appointment is not automatic or guaranteed.