• Family Trust Companies: Preserving Multigenerational Wealth

  • Apr 22 2024
  • Length: Less than 1 minute
  • Podcast

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Family Trust Companies: Preserving Multigenerational Wealth

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  • Summary

  • Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.
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