Kevin Stiles

Background

About Kevin Stiles

Personal Trust Advisor and Independent Trustee:Building on an extensive executive career representing several nationally known premier high net worth institutions, Kevin Stiles now serves as a Personal and Charitable Trust Advisor. As a named individual Trustee, whether in a new document or as a successor trustee, his role is to collaborate with bank, family, or professional fiduciaries on specific account relationships where the governing document requires a co- trustee. Mr. Stiles offers a personal disciplined approach to fiduciary administration and investment oversight. He has extensive experience providing sound judgment and insight to families with substantial assets and private foundations with designated beneficiaries or discretionary grant making responsibilities, assuring compliance with all pertinent IRS and OCC regulations and protocols.The specific services provide solutions to common issues:Families of High Net Worth:' Strategize options to assure fairness among family members while considering unique family issues and priorities in financial and estate plans• Foster practices to ensure compliance with donor intent, including Trust Protector role • Assure sound decisions and documentation for personal principal distributions under the documentPrivate Foundations:• Design strategic mission statements and board development plans for private foundations• Establish investment policy statements and spending policies for sustainability of the foundation’s mission• Develop well-reasoned discretionary grant making for private foundations under the document• Create objective methodology for student scholarship awards under the documentBank Charitable Trust Groups:• Engage a collaborative partner with specific expertise to assure fiduciary excellence• Review adherence to all IRS regulations • Gain insight from former bank fiduciary executive with knowledge of OCC