2025 Breakout 1B | Ethical issues facing professional fiduciaries

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A panel of professional fiduciaries and investment professionals will be discussing ethical issues faced by professional fiduciaries in connection with trust and investment management.

Learning objectives:

• General overview of ethical issues commonly faced by fiduciaries. 
• Gain insights in advising professional fiduciaries.
• Learn how to better draft documents to be administered by professional trustees or investment managers.

Speakers: Peter C. Palumbo, Oppenheimer & Co., Inc., St. Louis; Jack Cantalin, Oppenheimer & Co. Inc., St. Louis; Mike Bartolacci, ArchBridge Family Office, St. Louis; Jennifer L. Sanwald, ArchBridge Family Office, St. Louis

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.