Summary
Hahn Loeser provides services to trustees, investment committees, personal representatives, executors, guardians and other fiduciaries, including:
- Reviewing investment processes and policies against global standards of excellence
- Assisting with due diligence, selection and monitoring of investment advisors and investment managers
- Tax compliance – preparation of federal, state and local tax returns
- Tax controversy representation – tax audits, appeals and litigation
- Accounting services
- General advice regarding best practices for fiduciaries
