⚖️ Fiduciary Duty & Compliance Strategy Session

45-Minute 1-on-1 Consultation for Trustees, Agents, and Entity Managers
Offered by: Danielle Wells Consulting

Description:
Fulfilling a fiduciary role is a powerful responsibility—and one that requires absolute clarity, compliance, and care. Whether you're serving as a trustee, agent, LLC manager, or estate administrator, your legal and ethical obligations are the foundation of successful trust and business governance.

The Fiduciary Duty & Compliance Strategy Session is a 45-minute private consultation designed to walk you through the Fiduciary Duty & Compliance Guide and help you understand your duties, liabilities, and recordkeeping responsibilities.

This session is especially valuable for those managing wealth, trusts, businesses, or estates—and need to be sure they’re acting lawfully, ethically, and strategically at every step.

🔍 In this session, we will:

• Clarify your fiduciary responsibilities under state and federal law

• Review your current trust or entity structure for compliance gaps

• Outline practical steps for documentation, reporting, and delegation

• Answer questions related to trustee conduct, POA enforcement, and duty of loyalty

• Ensure your actions align with your legal obligations and beneficiary expectations

📌 Ideal For:

• Trustees (revocable, irrevocable, offshore, or private trust companies)

• Agents acting under Power of Attorney

• Business owners managing LLCs, corporations, or multi-entity portfolios

• Family office executives or fiduciaries managing wealth on behalf of others

• Anyone concerned with meeting their legal duties and protecting their liability

🧾 Includes:

• 45-minute private Zoom strategy session

• Review of the Fiduciary Duty & Compliance Guide (live walkthrough)

• Personalized recommendations for risk reduction and compliance

• Optional follow-up PDF with action steps and best practice checklist

Disclaimer: Danielle Wells Consulting does not provide legal or tax advice. This session is for educational and strategic planning purposes only. Clients are encouraged to consult with a licensed attorney or certified public accountant for legal or financial matters requiring professional representation.

Stewardship is power—and with power comes accountability.
Book your Fiduciary Duty & Compliance Strategy Session today and lead with clarity, compliance, and integrity.