When trust is broken in a fiduciary relationship, independent financial analysis is essential to uncovering the truth and quantifying the harm.
A breach of fiduciary duty occurs when someone in a position of trust — such as a business partner, corporate officer, trustee, or advisor — acts in their own interest at the expense of those they are obligated to protect. These matters often involve allegations of mismanagement, self-dealing, or concealment, and require rigorous financial examination.
At LMD Forensic Accountants, we assist legal counsel and clients by investigating financial activity, tracing assets, and quantifying losses tied to breaches of fiduciary obligations.
Financial Complexity in Fiduciary Breach Cases
Fiduciary breaches often involve unauthorized transactions, undisclosed conflicts of interest, or diversion of funds. The financial impact can be difficult to trace — especially when key records are missing, incomplete, or deliberately obscured.
We reconstruct financial timelines, identify irregularities, assess damages, and help uncover whether personal benefit was gained at the expense of beneficiaries or shareholders.
Our Role in Fiduciary Investigations
We are regularly retained in cases involving:
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Self-dealing or misappropriation by corporate directors or officers
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Trust fund mismanagement or misuse by trustees or executors
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Partnership disputes involving alleged financial misconduct
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Employee or advisor breaches of confidentiality and loyalty
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Breach of financial duties owed to shareholders or clients
Our team provides impartial financial analysis, expert reports, and, where required, testimony to support litigation, mediation, or settlement.
Breach of Fiduciary Duty
Why Work With LMD Forensic Accountants
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Deep experience investigating complex financial relationships
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Proven ability to trace funds, uncover irregularities, and quantify losses
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Objective, court-ready reporting that withstands scrutiny
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Trusted by legal professionals in commercial and estate litigation
Whether the breach involves a private trust, a corporate board, or a joint venture, we help clarify the financial consequences with independence and precision.
Let’s Talk About Your Case
If you are involved in a breach of fiduciary duty matter that requires financial investigation or expert analysis, we’re here to help.
Contact us today to learn more.