Steve Sokić
Chairman
Darrell King
Senior Director, USA
How is the landscape of professional trusteeship evolving in the US and Jersey?
In this third and final episode of the Jersey Finance US Private Wealth Network Podcast Series, Crestbridge Fiduciary’s Chairman Steve Sokić, and Senior Director, USA, Darrell King again joined Philip Pirecki, Lead in the Americas for Jersey Finance, to discuss the evolving landscape of professional trusteeship in the US and Jersey.
Together, they explored the importance of cross-border planning involving trusts and the changing environments in which that planning is and will be executed, notably including a clear convergence of trustee attributes and best practices. They also discussed how cross-border trusts can support families with international connections and long-term wealth preservation objectives.
Listen to episode three – US Trustees and Cross-border Wealth
Missed episode one and two?
The Forces Shaping US Private Wealth
US Tax and Regulatory Landscape