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