Corporate Trust

Corporate trust is the business activities of many financial services companies and banks that involve acting in a fiduciary capacity for investors in a particular security.

Case Study

Financial Portfolio Management Expert

A financial portfolio management expert was needed for a breach of contract dispute involving allegations of improper management of a high net worth investment portfolio and private wealth investment account.

Case Study

Indenture Trustee Expert in Forensic Banking

An indenture trustee expert in forensic banking was needed for a professional malpractice case in the securities industry.

Case Study

Corporate Trust Expert in Indentured Bonds

A corporate trust expert in indentured bonds was needed for a class action suit.