STEP WY - Responsible Investing in Trusts

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients.

“Responsible Investing in Trusts” examines how trustees can align investment decisions with settlor and beneficiary values while operating within fiduciary and prudent investor standards in Wyoming and other key jurisdictions. It highlights real trust drafting examples, statutory developments, and practical tension points around ESG, special assets, religious or ethical screens, and beneficiaries’ preferences.

Those who advise on, draft, or administer modern trust structures will find the full presentation link useful for concrete language and comparative guidance.

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