Corporate Trustees with Special Guest, Christopher Holtby

The Practical Planner · Dec 3, 2025 · 34m

Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning. Christopher shares his expertise on the strategic importance of trustees in managing wealth, offering listeners a comprehensive understanding of trust dynamics. Whether you're an advisor or a beneficiary, this episode is packed with insights to help you navigate the complexities of trust management.