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A person or firm serving as a trustee or trust protector, executor or personal representative, or discretionary or non-discretionary investment agent managing or impacting the management of assets for or on behalf of individuals and families, and the trusts, estates, private foundations and other entities they establish or control.

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personal fiduciary

The family's longtime personal fiduciary coordinated with lawyers and accountants to restructure the trust after the patriarch's sudden illness.

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The family's longtime personal fiduciary coordinated with lawyers and accountants to restructure the trust after the patriarch's sudden illness.

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