Sentences with phrase «accounts on behalf of families»
In addition to advising the Ensemble Fund, Ensemble Capital manages approximately $ 725 million in separate accounts on behalf of families and charitable institutions.
https://ensemblefund.com/ Not exact matches
USBI has a clearing arrangement with Charles Schwab & Co., Inc. («Schwab») whereby Schwab maintains an omnibus account with certain mutual fund families for USBI on behalf of USBI clients.
Estate accounts can be set up to administer a person's estate after death on behalf of family members or other beneficiaries.
In a recent decision of the Law Society of Upper Canada Tribunal, a lawyer in a family matter had his client sign a retainer that stated, «in the lawyer's discretion he could withdraw from acting on her behalf» for reasons including non-payment of the lawyer's account.