FL

Frank Lilly

Chairman & CEO

Gallagher Fiduciary Advisors, LLC (fka; Independent Fiduciary Services)

Washington, District of Columbia


Contact Information

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Company Information

Company
Gallagher Fiduciary Advisors, LLC (fka; Independent Fiduciary Services)
Industry
financial services
Employees
27.0
Seniority
C suite
Annual Revenue
17993000.0

Technologies

Cloudflare DNS Outlook Microsoft Office 365 CloudFlare Hosting WordPress.org Google Font API Mobile Friendly Sisense Domo Splunk Basis AI

Keywords

esop trustee independent fiduciary erisa fiduciary trustee services investment management retirement plans employee stock ownership plans fiduciary services plan sponsor trust administration valuation custody services shareholder voting fiduciary risk management corporate governance due diligence transaction evaluation financial advisory mergers & acquisitions employee benefits corporate reorganization plan termination fair market value regulatory compliance risk mitigation conflict of interest legal obligations fiduciary duty qualified retirement plans employee ownership retirement plan trustee shareholder communication documentation support business valuation plan assets management governance policies retainer consulting prohibited transactions audit compliance investment portfolios capital restructuring financial reporting pension plans trustee responsibilities fiduciary qualifications corporate trust specialists plan participant protection financial services financial consulting consulting management consulting

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