Real estate held in trust presents a unique set of fiduciary challenges that extend far beyond traditional investment oversight. Unlike stocks and bonds, real estate requires ongoing operational management, regulatory compliance, vendor coordination, and difficult decisions that must balance the competing interests of current and future beneficiaries.
Join our panel of industry experts as they explore the governance frameworks, risk mitigation strategies, and oversight practices that help corporate trustees confidently manage real estate assets while meeting their fiduciary obligations.
You will learn how to:
• Identify the unique fiduciary risks associated with holding residential, commercial, multifamily, and undeveloped real estate in trust, and understand how those risks vary by property type.
• Build a practical governance framework that supports prudent decision-making through documented policies, beneficiary communication, and effective oversight.
• Implement strategies to mitigate operational, compliance, and investment risks while balancing the competing interests of current and future beneficiaries.
Whether overseeing residential, commercial, multifamily, or undeveloped properties, this session will provide actionable strategies to help trustees build more effective governance structures and make well-documented, prudent decisions in an increasingly complex fiduciary landscape.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Get more information on CE Credits here.
