Ethical implementation of trust, conservatorships, estates and oversight of the investments maximize the returns while minimizing the risk. Chris Glaeser ensures that all of the assets are serving the trust, conservatorship and estate with a duty of confidentiality, loyalty and impartiality. Chris is held to a fiduciary standard of conduct requiring prudent investments that are in the best interest of the trust and beneficiaries.
Chris is a State of California Licensed Fiduciary (CLPF #1282), a Certified Daily Money Manager (CDMM) through the American Association of Daily Money Managers and is a National Certified Guardian (NCG) through the Center for Guardianship Certification. He understands the needs and requirements of family trust management. Attention to detail is required to manage complex, multi account trust. His experience working with high net worth trusts has allowed him to use the knowledge across the board with all levels of trust.
BRINGING CORPORATE BUSINESS EXPERIENCE TO TRUST MANAGEMENT
Chris utilizes his Master in Business Administration education and his corporate expertise in international business development to manage trust, conservatorships and estates. He has handled complex international mergers and acquisitions in Europe, Asia and South America. Additionally, his experience as a business consultant, working with business owners across the United States, allows him to oversee the companies owned by trust. (Master Business Administration, University of St. Thomas, Bachelor Science Civil Engineering, Texas A&M University)