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Beneficiary Well-Being
Training
Calendar
PODCASTS
For Families
Take Action
Episode 47: Corporate Trustees as Partners, not Policemen
September 22, 2025
Lori Coonen
Episode 47: Corporate Trustees as Partners, not Policemen
Lori Coonen
September 22, 2025

Episode 47: Corporate Trustees as Partners, not Policemen

Lori Coonen
September 22, 2025

In the episode: Rod Zeeb and Christopher Holtby discuss 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.

Length: 20 minutes

Older PostEpisode 46: Awaken Your Story-Wealth, Worth, and the Human Experience
 

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