Expertise
CHARLES W. RANSON CONSULTING GROUP, LLC provides litigation consulting services and expert witness testimony in trusts and estate litigation cases alleging breach of fiduciary duty and breach of the standard of care for defense and plaintiff counsel representing corporate and individual trustees, trust beneficiaries, estate personal representatives/executors, estate beneficiaries, registered investment advisors, ultra-high net worth investors, and family offices.
Our consultants and experts apply their experience in corporate fiduciary services including trust and estate administration, investment advisory services, credit, and private banking services, in cases involving trustee/beneficiary relationships, registered investment advisor/client disputes, and private banking products and services disputes.
We assist retaining counsel by applying the appropriate standard of care for fiduciaries based on the facts of the case, including the terms and purpose of the trust instrument, the
(For search purposes, not intended to be a comprehensive list)
Expertise
CHARLES W. RANSON CONSULTING GROUP, LLC provides litigation consulting services and expert witness testimony in trusts and estate litigation cases alleging breach of fiduciary duty and breach of the standard of care for defense and plaintiff counsel representing corporate and individual trustees, trust beneficiaries, estate personal representatives/executors, estate beneficiaries, registered investment advisors, ultra-high net worth investors, and family offices.
Our consultants and experts apply their experience in corporate fiduciary services including trust and estate administration, investment advisory services, credit, and private banking services, in cases involving trustee/beneficiary relationships, registered investment advisor/client disputes, and private banking products and services disputes.
We assist retaining counsel by applying the appropriate standard of care for fiduciaries based on the facts of the case, including the terms and purpose of the trust instrument, the
(For search purposes, not intended to be a comprehensive list)
CHARLES W. RANSON HAS 40 YEARS OF EXPERIENCE in private wealth management fiduciary services trusts & estates. His career began in the securities business at Legg Mason, followed by Merrill Lynch and Oppenheimer & Co. Ranson's banking experience began in Florida, holding senior positions at Bank of America, JP Morgan Chase, US Trust & Co, and Atlantic Trust & Co. He founded and managed Integritas Advisors, an SEC RIA and was the Founding Chair & Managing Director of Tiger 21 Florida.
Ranson's professional experience in corporate fiduciary services, including trust, estates, investments & private banking, began in 1990 at Bank of America. In 1991, Ranson joined Chase Manhattan Private Bank Florida, later becoming President and CEO of the Florida subsidiary of Chase Manhattan Bank N. A. (Now JP Morgan Chase). Ranson developed new clients and managed the relationship team, providing clients with fiduciary, investment advisory, credit, and derivative services. As President and CEO of Chase Manhattan Private Bank, Florida, N.A., Ranson managed the fiduciary, investment advisory, and credit and derivatives service teams throughout the Southeast U.S., working with some of the wealthiest beneficiaries and investors in the country. He applied his fiduciary service experience in trust, estate, and private banking at the US Trust and Atlantic Trust before founding Integritas Advisors, an SEC-registered investment advisory firm. His experience as Founding Chair & Managing Director of Tiger 21 Florida provided him with a unique perspective on the relationship entrepreneurs and ultra-high net worth investors have with trust, estate planning, and wealth advisors and the challenges they face in intergenerational wealth transfer.
Since 2011 Ranson has provided litigation consulting and expert witness services to defense and plaintiff counsel in breach of fiduciary duty claims.
SER Voting Member
