Private Trust Management Group

Providing private professional fiduciary services and investment counsel to trusts, individuals and the professionals who advise them.

“Many forms of conduct permissible in a workaday world for those acting at arm’s length, are forbidden to those bound by fiduciary ties. A [fiduciary] is held to something stricter than the morals of the market place. Not honesty alone, but the punctilio of an honor the most sensitive, is then the standard of behavior.”
—Meinard v. Salmon, 249 N.Y. 458, 464 (1928) (Cardozo, J.)