Corporate Trustees with Special Guest, Christopher Holtby

About this episode

This episode explores the differences between corporate and individual trustees and their impact on financial planning with insights from guest Christopher Holtby.

Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning. Christopher shares his expertise on the strategic importance of trustees in managing wealth, offering listeners a comprehensive understanding of trust dynamics. Whether you're an advisor or a beneficiary, this episode is packed with insights to help you navigate the complexities of trust management.

People in this episode

Hosts: Thomas Kopelman, Anne Rhodes

Guest: Christopher Holtby

Topics covered

• trustees
• financial planning
• wealth management
• corporate trustees
• individual trustees
• trust dynamics

Keywords

• trustees
• financial planning
• wealth management
• corporate trustees
• individual trustees
• trust dynamics
• wealth

Mentioned in this episode

Organizations: wealth.com

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