Trust Portfolio
/ˈtrʌst pɔrtˌfoʊlioʊ/
Definitions
- (n.) A collection of trusts managed together for strategic investment, estate planning, or fiduciary purposes.
The attorney advised reviewing the trust portfolio to ensure alignment with the client's financial goals.
Forms
- trust portfolios
Related terms
See also
Commentary
The term specifically denotes a grouped management approach to multiple trusts, distinct from a single trust entity.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.