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Definition 2024


personal_fiduciary

personal fiduciary

English

Noun

personal fiduciary (plural personal fiduciaries)

  1. A person or firm serving as a trustee or trust protector, executor or personal representative, or discretionary or non-discretionary investment agent managing or impacting the management of assets for or on behalf of individuals and families, and the trusts, estates, private foundations and other entities they establish or control.