EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies

from Trusted Advisor Podcast Series · host Lori Coonen

Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.

Episode metadata supplied by the publisher feed · Published Jan 17, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies

0:00 0:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

When was this Trusted Advisor Podcast Series episode published?

This episode was published on January 17, 2024.

Can I download this Trusted Advisor Podcast Series episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!