Join Christopher Holtby, a family office veteran with decades of experience helping families avoid stress, confusion and the unintended consequences of using a family member or traditional (bank) trustee.
We'll discuss:
+ How to alleviate the burden of being named “trustee”
+ How to decide when a traditional trustee is not a fit
+ The advantages associated with South Dakota Law
+ How working directly with advisors provides an
advantage
+Your questions from the chat!
Join us! |
