Fiduciary Experts and Advisors

with more than anyone else

Leslie Canfield Perlman
Groundbreaking ERISA Cases
ERISA Litigation Counsel
US Dept. of Labor (retired)
Charles E. Wert
Independent Fiduciary
Industry Pioneer
Trust Bank Founder
Kelly Driscoll
Investment Management
Independent Fiduciary
  • Consulting, Pre-litigation and trial
  • Expert witness reports, depositions, and trial testimony
  • Mediation, Post-trial negotiations and settlements
  • Complex transactions involving company stock and non-traditional assets
  • Review of prudence of administrative and financial decision making by fiduciaries
  • Duties required for review and reliance on valuations, selection of valuation advisers, both with inside and independent valuation firms
  • Review of actions of fiduciaries for compliance with ERISA Fiduciary best practices
  • Alternative investment solutions