Crafting the Ideal Board for Your Private Trust Company or Family Foundation

In this episode, "Crafting the Ideal Board for Your Private Trust Company or Family Foundation," I share insights on structuring the board for your private trust company or family foundation. I explore key considerations such as board composition, addressing questions like whether it should include only family members or incorporate trusted advisors, friends, or a combination of these elements. I also weigh in on the role of professional directors with trust or foundation experience, emphasizing their significance for proper administration and corporate governance.
Additionally, I provide valuable insights into setting criteria for prospective board members, offering guidance for optimizing board dynamics.
Tune in for expert advice on navigating the complexities of board structure for your trust company or family foundation. Make sure to subscribe to stay up to date on our latest videos.
Download the episode here -
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Hi! I am Jimmy Sexton, LL.M. - Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning.
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-------------------------------------------------DISCLAIMER-------------------------------------------------------
This video is prepared for educational purposes only. This video is not legal, tax or any other type of advice. Each individuals’ circumstances are different, you should seek legal and/or tax advice to address your specific situation and any questions you may have.