Wealth Advisors Trust Company Blog

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June 21, 2023

Podcast Appearance: Is Your Trustee Out of Touch?

Christopher Holtby recently spoke with Kevin Kaylakie of SineCera Capital on the Uncorrelated Minds podcast.

June 1, 2023

Podcast Appearance: The Wealth is in the Details

Christopher Holtby was featured on “The Wealth Is In The Details” podcast with Peter Raskin. Read More

May 13, 2023

Understanding a Dynasty Trust under South Dakota trust law

A dynasty trust is a powerful estate planning tool that allows families to preserve and transf...

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Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
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Recent Posts

April 8, 2023

(2023) Navigating the World of Advisor-Friendly Trust Companies: A Comprehensive Guide

We did it again. Being nominated as a top advisor-friendly trust company. Offering white glove trustee services to advisors with the lowest ratio of trust officer to trust account is just part of theFalse

March 19, 2023

Silent Trusts for Legacy Planning: Do's and Don'ts

Having money can offer flexibility and safeguards. The question to answer in this blog, for wealthy families, using silent trusts under South Dakota trust law is, when should children and/orFalse

March 6, 2023

Directed Trusts and Incapacity Planning

In light of Bruce Willis's highlight of dementia, it makes sense for wealthy families to understand how to use directed trusts in a simple way under the South Dakota trust law to plan for current orFalse

September 16, 2022

How to pick the best trust company (2022)

This blog will help financial advisors and/or their clients decide what is the best trust company for their situation. And how to pick that type of trustee. 

August 22, 2022

Difficult clients - kids of great clients

It’s a challenge every financial advisor faces at one time or another.

Wonderful, wealthy couples who have been your most loyal clients pass away at a ripe old age. All the wealth they’ve accumulatedFalse

July 8, 2022

Trust law - Open Architecture for Financial Advisors

Every advisor knows having a choice, or an open architecture platform allows them to make wise client choices.

Normally financial advisors are focused on investment choices around open architectureFalse