We offer a curated collection of updates, insights, and practical tools designed to keep advisors and attorneys informed in a rapidly evolving fiduciary landscape. From changes in trust law and regulatory developments to best practices in administration and planning, this section provides clear, actionable information that supports your work and strengthens client outcomes.
Wealthy families used to ask a simple question: “Should we move?” That question is no longer simple. For high-net-worth and ultra-high-net-worth families, state tax residency can touch where they live, where income is sourced, where a business is sold, where trusts are administered, where beneficiaries live, where entities are managed, and whether the family can […]
Turning Financial Market Turbulence into Strategic Opportunity: How Financial Advisors Can Use Global Disruption to Strengthen Their Practice The POV: When financial advisors and wealth managers have their phones ringing off the wall with clients calling. Economic markets are volatile and moving in concerning directions outside of risk comfort zones. Portfolios are down, inflation is […]
Quickly and easily learn how to think and talk about directed and delegated trusts to enhance and expand the advisor/client relationship The 3 R’s for Advisors and Their Clients: Risk, Responsibility, and Rewards Trusts used to be simple: pick a trustee, hand them the assets, and let them handle everything. That world is gone. Today, […]
Being a trustee is a job with accountability and rules. The majority of individual trustees do not treat it as such. The following article was written by Keegan Randell, JD, at Sharpe Law Group in Dallas Texas and reposted with their permission. Individual Trustees don’t know what they are doing. Right now, about $4.5 trillion […]
Christopher Holtby recently spoke with Kevin Kaylakie of SineCera Capital on the Uncorrelated Minds podcast.
Christopher Holtby was featured on “The Wealth Is In The Details” podcast with Peter Raskin.
A dynasty trust is a powerful estate planning tool that allows families to preserve and transfer wealth across multiple generations while minimizing taxes. South Dakota trust law has become a popular jurisdiction for establishing dynasty trusts due to its favorable trust laws. In this blog post, we will explore the key features and benefits of […]
We did it again. Being nominated as a top advisor-friendly trust company. Offering white glove trustee services to advisors with the lowest ratio of trust officer to trust account is just part of the reason why. Navigating the world of trust services can be complex, but advisor-friendly trust companies are here to help. This blog […]
Having money can offer flexibility and safeguards. The question to answer in this blog, for wealthy families, using silent trusts under South Dakota trust law is, when should children and/or grandchildren know about this inherited money? Partly today? All today? At the grantor's death? What are the behavioral issues? These answers and more will be […]
In light of Bruce Willis's highlight of dementia, it makes sense for wealthy families to understand how to use directed trusts in a simple way under the South Dakota trust law to plan for current or future incapacitation planning. This blog will answer the questions of why, when with situational examples, and how with case […]
