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Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Advance Your Wealth - What is a Private Trust Company?

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Manage episode 300370148 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to the latest installment of Advance Your Wealth, where Homer and Ryan explore the inner workings of a private trust company.

Some wealthy families that have assets in trusts want more than what they can get from many professional or corporate trust companies. For these people, setting up their own private trust company could be a viable alternative that adds value to their situation.

Listen as Homer examines some key features of private trust companies and how families can decide if they should establish one for themselves.

So sit back, relax, and enjoy another enlightening financial conversation!

Timecodes:

0:06 - Welcome to the show and overview on today's topic

1:37 - A high-level overview on the different trust companies that exist today

2:48 - The appeal of going with a private trust company

4:14 - The secondary benefits of utilizing a private trust company

5:23 - Private trust companies can work with families on the estate planning side as well

6:08 - How heirs can benefit from a private trust company

7:53 - How privacy comes into play with private trust company

9:11 - What the financial commitment looks like when opting for a private trust company

10:14 - The next steps forward if someone is interested in proceeding with using this option

11:25 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

Artwork
icon공유
 
Manage episode 300370148 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to the latest installment of Advance Your Wealth, where Homer and Ryan explore the inner workings of a private trust company.

Some wealthy families that have assets in trusts want more than what they can get from many professional or corporate trust companies. For these people, setting up their own private trust company could be a viable alternative that adds value to their situation.

Listen as Homer examines some key features of private trust companies and how families can decide if they should establish one for themselves.

So sit back, relax, and enjoy another enlightening financial conversation!

Timecodes:

0:06 - Welcome to the show and overview on today's topic

1:37 - A high-level overview on the different trust companies that exist today

2:48 - The appeal of going with a private trust company

4:14 - The secondary benefits of utilizing a private trust company

5:23 - Private trust companies can work with families on the estate planning side as well

6:08 - How heirs can benefit from a private trust company

7:53 - How privacy comes into play with private trust company

9:11 - What the financial commitment looks like when opting for a private trust company

10:14 - The next steps forward if someone is interested in proceeding with using this option

11:25 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

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