Last Updated
:2025/11/26
personal fiduciary
Noun
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.
Japanese Meaning
個人や家族、またはその信託、遺産、民間財団などの資産管理・運用のために、信託受託者、信託保護者、執行者、または任意・非任意の投資代理人としての役割を果たす人物または法人
Sense(1)
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.
( plural )
Quizzes for review
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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See correct answer
personal fiduciary
The family's longtime personal fiduciary coordinated with lawyers and accountants to restructure the trust after the patriarch's sudden illness.
See correct answer
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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