Are you serving as trustee?

Are you considering serving as trustee to strengthen your relationships?

Are you concerned because being trustee can open you up to detrimental liability and risk?  

Are you confident your current policies comply with regulatory requirements?

Fiduciaries are held to the highest standard according to the law and your personal assets and/or institutional assets are on the line. It’s become increasingly difficult to navigate fiduciary RISK. This is why Nomadx existsWe identify and mitigate fiduciary risk so you maximize your upside, serve powerfully and willingly, and mitigate the detrimental effects of liability. We work with owners of wealth, individual trustees, institutions, advisors, and corporate trustees.

You have a lot at stake.  

CONTACT US NOW 

 
 
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Who We Are

Learn about our organization, mission, and the results of our decades of advocacy.

 
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APPROACH

We work with trusted advisors, family members and institutions to identify and mitigate risks.

 
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Who We Serve

Our clients include Individual trustees, professional organizations, and institutions.