Trust & Trustee Newsletter: Quick, Relevant, & Informative

Why should an advisor waste their time signing up for another newsletter on trusts, trustees, and the boring trustee industry?

(see their opinions below)

Information Gives Wisdom

Expanding on knowing what you don’t know gives you context to help clients make wiser financial, investment and legacy planning decisions.

Brevity Saves Time

Information given in a quick read format (a.k.a. 60 seconds or less) respects your time.

Knowledge Creates Opportunity

Knowledge builds from accumulated information and wisdom and makes an advisor a client’s thought leader.

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Stay in the Know with Our Trustee Newsletter

Read it in 60-seconds or less each month and stay on top of the trusts, trustees, trustee industry, and corporate trustees. 


Christopher Holtby, Trust Educator & Co-Founder

Christopher is a lifelong learner & achiever.

Currently, he is a Co-Founder of a trust company created for wealth advisors and working towards his master's degree in history at Harvard University. His career started as a financial analyst with May Department Stores, leading to working at Ernst & Young in their family office group.

Working to solve business puzzles is Christopher's driving motivator. It influences his writings on LinkedIn, monthly newsletter, and the company's blogs. 

He lives in Dallas with his wife and three sons and enjoys skiing, mountain biking, hiking, reading history, and watching and participating in sports with his sons.

Holtby headshot_RED1429-1

A Few Important Facts


  • 100% of advisors have at least one client needing a trust to solve asset protection, family harmony, kids spending money too fast, & multi-generational legacy issues
  • Our newsletter covers these issues and more with simple and actionable ideas.
  • We are wizard smart, kinda funny and witty, and hate industry lingo. Our 60-second or less newsletter will keep you in the know or leverage your knowledge base.
  • And this is the most important fact, when, not if you need a trust company created for wealth advisors, it’ll be like having a dentist on speed dial for those toothache moments. 

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