July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
Thursday, July 24 from 4-5:30 PM ET
For many UHNW families, trust structures are not separate from the enterprise; they are the enterprise.
From active operating companies to investment partnerships and holding vehicles, these entities are frequently held in trust. Yet many advisors are not fully equipped to assess how this type of ownership impacts decision making, oversight and risk.
This roundtable will examine how fiduciary obligations, tax considerations, governance and documentation intersect in trust-owned enterprises and what advisors should be watching for.
Topics will include:
- How to gather and interpret the key elements of trust ownership across enterprise types
- Recognizing risks, inefficiencies and areas for improvement
- What advisors can do to support long-term planning and enterprise continuity
This discussion is intended for advisors seeking a clearer view of how trust ownership structures influence enterprise performance, family alignment and future transfer.
Members can register to attend on the Member Portal here.
If you are interested in becoming and Institute member, contact us here.
Meet the Speakers:
Kim Kamin
Principal and Chief Wealth Strategist | Gresham Partners LLC
Alvina Lo
Chief Wealth Strategist, Head of Wealth Planning, EVP | Wilmington Trust
Rebecca Meyer
Partner, Senior Consultant
Relative Solution, LLC
View LinkedIn here and bio here
Bill Onorato
Managing Director Wealth Strategy, Family Office Practice Leader | RKL Wealth Management LLC
