FiduciaryFORENSICS™

Breach of Fiduciary Duty -> Liability -> Damages -> Expert Testimony and Reports

Identifies strengths and weaknesses of fiduciary performance

Expert Witness & Litigation Support for Plaintiff and Defense counsel

Trustee, Co – trustees, Successor Trustees, Beneficiaries, Fiduciaries

Trust, Estate and Probate;
Divorce, Family law, QDROs; Employment;
FINRA (NASD) Arbitration, Securities litigation , NYSE, SEC, Regulatory investigations;
ERISA Qualified Defined Benefit Pension plans, Defined Contribution Profit Sharing and 401k plans;
Union, Taft-Hartley Plans, Multi-employer Plans;
Public Employees’ (State, County, City, Agency-Fire, Police) Pension Plans;
Non profits, Foundations & Endowments; 403 plans;
HOAs, Cemetery Funds, Guardian, Conservatorships

FiduciaryFORENSICS™ full root and branch investigation includes current and historical parties, processes, policies, procedures, investments, asset tracing, documents, data and performance compared to prudent fiduciary standards of care.

* Note: FiduciaryFORENSICS™ applies to any type of account, investment, asset, entity, insurance or annuity policy and or intellectual property deemed subject to a fiduciary standard of care.

For concerns related to breach of fiduciary duty, self-dealing, conflict of interest or malfeasance or violations of FINRA or SEC securities industry rules and regulations please contact us at:

For more information contact@fiduciaryexpert.com or (310) 943 – 6509