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Posts Tagged ‘audit’

Investment Audits

By hoffman-assoc | September 7, 2013 | 0

Typically, trustees have an obligation to have an investment policy that includes scheduled periodic audits of a trust’s investments. Usually, the default for a trust is that the trustee has to meet the highest “prudent man” standards in the investment of assets, which means they should not be used for entrepreneurial purposes. Trustee Should Be…

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To Do

  • Growth Enterprise Partnerships Investment Approach
  • Investment Criteria for Growth Enterprise Partnerships
  • About
  • Case Studies
  • Contact Legendary Partners, LLC
  • Frequently Asked Questions
  • Private Equity Firm To Create Wealth – Legendary Partners, LLC
  • Capital Gains Tax Mitigation – Legendary Partners, LLC: Who We Are & What We Do
  • Growth Investment Philosophy for Enterprise Partnerships
  • Kent McKown
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