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September 4, 2019

Do You Write Your Own Blog? | Wealth Advisors Trust Company

Do you write your own blog? I do.

Why?

At my core, I am a geek/nerd who loves to learn, especially about why's and how's.

Connecting the dots that are not obvious fascinates me. I always wanted to be a history professor.

The Q&A below acts as a template anyone can ask themselves to start writing interesting blogs. If someone asks you, do you write your own blog, you can say yes because I enjoy learning and sharing that knowledge.

August 26, 2019

Definitive Guide on Trustee Fees | Wealth Advisors Trust Company

cost-efficient-trustee-feesRead More

March 7, 2019

Advisors in Transition - 3 Easy Tips [Checklist]

Advisors in transition have reached a pain point needing a solution. They want a natural and easy solution to solve that pain point.

Examples of those pain points: Large ...

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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

February 6, 2019

Top Choice for an Advisor Friendly Trust Company

The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Trust as one of their top choices for an advisor friendly trust companyFalse

October 7, 2018

How a Bank Trustee Must Understand Millennials

A bank trustee works with clients from the WWII to millennial generations. They generally each have a unique set of characteristics. Of course, no generation is the same.

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August 10, 2018

Definitive Guide on Trust Law | Wealth Advisors Trust Company

Advisors have the option to use a trust fund company that does not compete against them. There will be an avalanche of asset transfers between generations over the next 30 years. This blog providesFalse

July 3, 2018

Online Trust Distribution Requests | Wealth Advisors Trust Company

Asking for money from a corporate trustee usually becomes an unhappy experience. It does not have to be.

Everybody has stories about these situations. These trust distribution requests usually becomeFalse

May 21, 2018

A south dakota trust company - 3 choices

A south dakota trust company has 3 trust company business models to offer. The traditional corporate trustee offered the choice with limited control for clients. Over the last 20 years, newerFalse

April 5, 2018

Directed Trust Statutes : The Ins and Outs

Directed trust statutes separates who manages the trust assets and who administers the trust assets.  This rule gives everyone loads of flexibility for anyone using a trust under South Dakota trustFalse