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Publications, Blog, and News

Insights from the Commonwealth team to keep you updated.
July 19, 2016

Choosing a Fiduciary

It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]

STEP Miami 7th Annual Summit

  On Friday, May 20, 2016, our Director of Business Development along with our National Account Manager, Matt Wright, will […]

May 10, 2016

Understanding Discretionary Distributions

The following “Understanding Discretionary Distributions” presentation highlights distribution considerations from a Trustee’s Perspective.  The presentation features topics such as:  Typical Distribution Standards, Communicating […]

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