Claridges Trust Company serves as the professional trustee for the family trusts. It provides support, service and independent advice to meet the multi-generational goals of the Hauske Family.
Formation of Claridges Trust Company as the governance structure for the family trusts provides for significant benefits consistent with family goals, including:
- Professional governance and service with respect to trust administration, investment oversight, fiduciary risk management and distributions management;
- The ability to retain the best investment advisors and asset managers through the consolidation of assets under the one trustee; and
- Continuity, clearly defined succession policies and, as a result, permanence of trust administration.