team player/team builder
Fiduciary services require a team of experts with specialized skills.
At the core of such a team, along with the Professional Fiduciary, there are usually capable Attorneys and Accountants.
However, the team may also include investment specialists, property managers, appraisers, business managers and experts in art, collectibles, alternative investments, copy/trademark, and residual income. There may even be a need for computer specialists to retrieve data, physicians to review medical records, psychologists, mediators and others.
Pete Williams knows and has worked with a number of such experts over the years. He has been called in to join an existing team. He has also been asked for referrals of experts depending upon the needs of the assignment. He can and will do either or both as required of the assignment.