Executive Trustee Event - The Complex Trust System - The Ultimate Way of Doing Business
Sat, May 17
|Location is TBD
Discover your role and responsibility as the future Trustee. How to secure control of your family’s estate, family business and charitable community activities, and generational for wealth creation utilizing the Complex Trust System vs. a Living Trust.
Time & Location
May 17, 2025, 11:00 AM – 2:00 PM
Location is TBD
About the event
Understanding Your Role as an Executive Trustee
As the future Executive Trustee, you will play a crucial role in managing your family’s estate, business, and charitable activities. This position comes with significant responsibilities and opportunities for generational wealth creation and sustainability.
Key Responsibilities
Estate Management: Oversee the distribution and management of family assets.
Business Oversight: Ensure the continuity and growth of the family business.
Charitable Activities: Manage and direct charitable contributions and community involvement.