Corporate vs Personal Trustee: Which is Better?

Why a Corporate Trustee is the Smarter Choice for Financial Advisors

Check out the first episode of our new podcast, Arden Trust Takeaways. Our executive team discusses the advantages of selecting a corporate trustee, how financial advisors can retain assets more effectively during wealth transfers by partnering with a corporate trustee, and why a corporate trustee will provide greater protection and longevity for trust assets compared to a personal trustee.

Featuring:

Doug Sherry, President

Maria Sturges, Chief Operating Officer

Theresa de Leon, National Director of Sales