Fiduciary Duties & Conflicts
Handle conflicts with care.
Advise boards, officers, and organizations on fiduciary duties, conflicts, disclosure, recusal, and defensible decision processes.
Discuss a conflict
Support a sound decision and a clear record.
We help boards and leaders work through duties and conflicts in the context of the decision before them. The analysis needs to account for the organization’s interests, the people involved, and the governing framework.
We translate that advice into a practical process for disclosure, review, participation, approval, and documentation. The aim is to help decision-makers act with an informed understanding of both their responsibilities and the available choices.
What we handle
- Fiduciary-duty analysis
- Conflict identification and disclosure
- Recusal and independent review procedures
- Related-party transaction process
- Decision record and minutes guidance
- Policy drafting and enforcement
Useful documents
Have these handy if available. You can contact us before gathering them.
- Governing documents and policies
- Description of the matter
- Relevant relationships and financial interests
- Proposed terms
- Prior board materials
Let’s discuss what you need.
Start with a brief description of the issue and any deadline. We will respond within one business day to discuss the right next step.
Discuss a conflict