Roland|Criss implements quality management systems for fiduciary organizations. Seven principles guide each implementation and include:
- Principle 1: Beneficiary focused
- Principle 2: Elevate leadership
- Principle 3: Involve people
- Principle 4: Process approach
- Principle 5: System approach to management
- Principle 6: Factual approach to decision making
- Principle 7: Continual process improvement.
A well designed and implemented quality management system results in valuable legal protections for senior officials of fiduciary organizations. It also means greater safety for the assets of their charitable donors and/or retirement plan participants.
Ask how we implement a quality management system here.
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