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Planning Wisdom of the Super RichJoin Wealth Manager at Virtus Wealth Solutions, Devang Patel, as he discusses complex financial topics Author: Devang Patel
Planning Wisdom of the Super Rich provides you and your business with the financial advice needed to make calculated decisions moving forward. Wealth Manager, Devang Patel, provides personalized service as the professional approach he extends to all clients. He strives to understand every clients individual situation before making any recommendations to them, as well as keep his clients abreast of todays market conditions by informing them of the latest financial and insurance information. With each episode, Devang will take a deep dive into a different complex topic surrounding personal and business wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Planning Wisdom of the Super Rich - Have a Trust? You Might Need a Trust Protector!
Episode 12
Wednesday, 27 April, 2022
When you have a trust, it’s overseen by a trustee. However, who is keeping an eye on that trustee to ensure he or she is doing their job effectively and not exploiting you? If your answer is “no one” or “I don’t know,” it may be time to consider adding a trust protector to your team of advisors. In the most recent installment of Planning Wisdom of the Super Rich, Devang examines the role of trust protectors and how you can determine whether you should be working with one.Thanks for joining us for another informative episode, which is bound to leave you with some considerations for yourself and your business! Timecodes:0:06 – Overview on today’s topic1:11 – What is a trust protector?1:56 – The reasoning behind why someone would consider enlisting a trust protector3:00 – People don’t often realize they should be considering a trust protector4:27 – The trustee could generate fees that the trust reimburses5:30 – How the trust protector operates and monitors a given trustee7:06 – What happens if the trust protector suspects foul play9:00 – Bottom lining the overall importance of trust protectors10:08 – How to get in touch with Devang and his team at Virtus Wealth Solutions11:31 – Closing remarks Connect with Devang Patel:Virtus Wealth SolutionsLinkedIn
