Everything You Wanted to Know About Private Trust Companies

Everything You Wanted to Know About Private Trust Companies

In this episode, Angelo speaks with Susan Hartley-Moss, Senior Wealth Advisor, EMM Wealth, where they discuss private trust companies and reasons to consider them. Susan explains how single-family offices that utilize a family office structure are well-equipped to transition to a private trust company structure. She explains everything that needs to be considered and how to integrate them seamlessly.

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