Serving Families Through Advisor-Friendly Trusts with Jonathan Connolly and Christopher Holtby
| Hosted by John Scott
Judicial Dollars and Cents: Episode 25
If your clients rely on trust planning, the fiduciary relationship has to be more than technically correct. It has to be responsive, collaborative, and clear.
In this episode of Judicial Dollars and Cents, you hear from Christopher Holtby and Jonathan Connolly of Wealth Advisors Trust Company about what it means to build an advisor-friendly trust company. They share how the firm was created during the financial crisis, why responsiveness matters so much in fiduciary work, and how attorneys and financial advisors can collaborate with a trustee without losing the client relationship.
You will learn how the right trust company relationship can support estate attorneys, financial advisors, beneficiaries, and families through complex planning decisions. Christopher and Jonathan also discuss AI in a regulated fiduciary environment, South Dakota trust advantages, directed trust structures, generational planning, and why families often need more than a commodity trustee relationship.
Watch this episode of Judicial Dollars and Cents: Serving Families Through Advisor-Friendly Trusts with Jonathan Connolly and Christopher Holtby
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