Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
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Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
Episode 47: Corporate Trustees as Partners, not Policemen
Trusted Advisor Podcast Series
2 months ago
Episode 47: Corporate Trustees as Partners, not Policemen
Rod Zeeb and Christopher Holtby explore why the true transformation in trust administration doesn't lie in statutes or jurisdictions, but in the shift in posture and mindset of corporate trustees as they engage with families and their financial advisors.
Trusted Advisor Podcast Series
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
