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Category: Directed Trust

Directed-trusteeship

Directed Trusteeship; How to Keep Your Trusted Wealth Advisor.

Posted on Fri Sep 9, 2016, on Directed Trust

From Our “Ask a Question” mailbag: The Directed Trustee maybe the answer to your problem!

“I am considering setting up an Irrevocable Trust to hold assets for my children. But, I want my current wealth manager investing the trust property. Unfortunately, if I pick a corporate trustee, they will use their money manager. How do I force the corporate trustee to use my financial advisor?”

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Peter came highly recommended by a close friend to do our estate planning. We have been putting off for years. He is knowledgeable, professional and easy to work with.

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Peter has done a great job with the estate planning for my father. He is very thorough and patient as we, the family need to make decisions.

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