Episode 47: Corporate Trustees as Partners, not Policemen

from Trusted Advisor Podcast Series · host Lori Coonen

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.

Episode metadata supplied by the publisher feed · Published Sep 22, 2025

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Episode 47: Corporate Trustees as Partners, not Policemen

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