Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know

Trust-owned entities are common in ultra-high-net-worth families—but navigating them is anything but straightforward. This roundtable brought together leading voices in estate planning, legal services, and family governance to unpack the complexities that accompany these structures and what effective advisory work really requires in this environment.

The panel explored a deliberate, multi-phase approach to working with complex families—one that begins with deep discovery and evolves through collaborative analysis, issue spotting, and tailored governance recommendations. Using real-world examples and practical tools, the panelists illustrated how advisors can improve outcomes by fostering clarity, coordination, and long-term adaptability.

This roundtable session offers valuable insights for all advisors—but is especially relevant for those who:

• Support families with multi-generational ownership or trust structures
• Are building cross-disciplinary teams to deliver more integrated advice
• Want to strengthen their firm’s approach to discovery, visualization, and governance modeling
• Need new strategies for identifying and addressing structural risks before they escalate
• Are helping clients evolve outdated governance frameworks to meet today’s needs

The full video replay from this roundtable event is available for UHNW Institute members in the member portal here.

Not a member yet? Get full access to this replay and other expert insights. Learn more about membership.

Thank you again to our panelists:

Host –  Kim Kamin, Chief Wealth Strategist, Gresham Partners

Panelist – Bill Onorato, Managing Director Wealth Strategy, RKL Family Office

Panelist – Rebecca Meyer, Partner, Relative Solutions