Trust & Fiduciary Business under Private Equity Ownership
Client risks, regulatory breaches and the what it means for family offices.
The trust and fiduciary industry, valued at approximately $79.9 billion in 2024, is undergoing transformation through consolidation. This sector, traditionally rooted in trust and stability, thrives on long-term relationships, consistent service, and personalized care—qualities that inspire confidence among clients. Private equity is playing a significa…
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