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 in*:

  • 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;
  • Non profits, Foundations & Endowments

Unique combination of Experience, Education and Specialized Training:

  • 25 years combined Wall St. and expert witness litigation support experience
  • MBA, BA Economics & Accounting
  • Accredited Investment Fiduciary Analyst
    •

FiduciaryFORENSICS® full root and branch investigation of the FiduciaryTHEATER™ (including 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 or asset deemed subject to a fiduciary standard of care.

For more information info@fiduciaryexpert.com or (310) 943 - 6509


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