A trust or estate may hold a closely-held business asset as the corporate fiduciary. Being in the business of administering trusts and estates; at times requires a third party to assess, operate, monetize certain assets like IP or liquidate all or parts of a business. On occasion a Trustee or Executor may require the services of an experienced and objective advisory firm to provide third-party insight into important matters and decisions. Sherwood Partners’ deep expertise in finance, operations and accounting enables us to provide sophisticated advice that is highly relevant to this asset class.
To protect against potential disasters, trustees and stakeholders frequently seek an independent counsel on the wellness of their assets. Sherwood’s substantial experience in corporate restructuring, bankruptcy and business opinions enables us to quickly assess situations and reach careful conclusions.
Your clients have reposed trust and confidence in you to preserve the wealth that they have worked so hard to create for the next generation. And law imposes upon you the highest and most important duties as a result. Your duties as a fiduciary may have some or all of the following:
You can rely on Sherwood to help fulfill these important legal obligations. Sherwood can assist in developing a complete and thorough analysis, including the evaluation of direction and recommend potential alternatives. Sherwood’s Wellness Opinion™ can be of great assistance in reaching a well-informed decision. Independent advice helps to document the consideration process behind important matters and promote the use of sound business judgment, free from bias or potential conflict of interest. At Sherwood we believe consulting services must be more than leaving behind a report. We assist in change integration.