Trusts & Estates Litigation Consulting & Expert Witness Testimony
Charles W. Ranson has 38 years of experience in private wealth management fiduciary services. His career began in the securities brokerage business at Legg Mason, Washington, DC, followed by Merrill Lynch and Oppenheimer & Co. Ranson’s banking experience began in South 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 independent registered investment advisor, and was the Founding Chair & Managing Director of Tiger 21 Florida.
Ranson’s professional experience in corporate fiduciary services focused on trust, estates and private banking began in 1990 at Bank of America. In 1991 Ranson was recruited to join Chase Manhattan Private Bank in Palm Beach, Florida, where he later became 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 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, and 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 focusing on trust and estate litigation disputes. Ranson has opined in written reports, testified in deposition and at trial on issues of breach of fiduciary duty, and breach of the standard of care for corporate and individual trustees based on the facts and circumstances of the case. Ranson has accepted case assignments involving claims of breach of duty of impartiality, trustee’s failure to account, trustee’s failure to diversify, trustee’s failure to administer trust based on the terms and purpose of the trust, and disputes between trustees and beneficiaries as to what constitutes reasonable compensation for a trustee under the circumstances.
For specific cases, see Case History
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