Practitioner Notes

Ten Questions Before You Sign a Trust-Platform Contract

Most trust companies choose an administration platform once a decade. The questions that separate a system that records what happened from a system that can show how the trustee thought.

19.10.2026
7 min read

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Published in The International Family Offices Journal

The Deliberation Deficit

Examines the gap between making a discretionary decision and preserving the reasoning behind it, and argues for recording deliberation when the decision is made.

IFOJ
September 2026

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Published in the STEP Trust Quarterly Review

The Fiduciary Inversion

AI is raising the bar of what trust law already demands. As AI tools become widely available, what counts as reasonable care for a trustee is shifting, and ignoring better tools becomes harder to justify. Introduces judgement provenance: a documented trail showing how and why a trustee made a discretionary decision.

STEP TQR
September 2026
12 min read

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After Detection, the Clarification

The presence of indications does not bring the process to an end. The question then becomes what follow-up was actually given to those indications and whether the organisation can later demonstrate what was done.

26.08.2026
5 min read

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What a Trustee Must Now Be Able to Prove

Artificial intelligence is usually discussed as a technology question. For trustees, that is already the wrong starting point.

31.07.2026
3 min read

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Published by PCD Group

Three Regulatory Signals Are About to Separate Swiss Trust Companies Into Two Groups

Slowly, Swiss supervisors are moving from asking whether a firm has the right procedures on paper to checking whether it can prove, with contemporaneous records and audit trails, what it understood, decided, and did in each case.

30.06.2026
5 min read

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Where Fiduciary AI Actually Dies

It isn't the IT department. It's the examination room.

25.06.2026
1 min read

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Four New Evaluators, One Old Profession

The question put to a trustee in 2026 is no longer the question the profession was trained to answer.

25.05.2026
3 min read

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The Reporting Cycle

A practitioner note on compliance reporting in regulated trust companies. For a Swiss trust company supervised under the AMLA and the FINIA, the compliance reporting layer has become a continuous operating burden.

May 2026
7 min read

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Published in the STEP Journal

Stillness as strategy

How AI can create operational stillness for trustees, embedding compliance and reducing decision fatigue to ensure clarity, calm efficiency and client trust.

STEP Journal
Issue 6 · 2025
6 min read

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