Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Sterling Trustees combines fixed-fee independence, proprietary Salesforce-based technology, and advisor-first service to streamline trust administration and eliminate the conflicts that often plague traditional trust companies. The firm delivers same-day distributions, automated trust committee decisions, and comprehensive support for complex assets—from art and racehorses to private equity—while helping advisors navigate the $84 trillion generational wealth transfer with 80% client retention rates through strategic trust structures.
Wellington-Altus’s Jim Thorne outlines why advisors should rethink digital assets, regional banks, and the current market cycle, arguing that a structural shift in credit, policy, and purchasing power is already well underway. He views Bitcoin as legitimate portfolio protection against 8% annual money supply growth, sees deregulated regional banks driving localized lending and economic growth, and believes April’s correction reset the typical four-year market cycle, potentially setting up significant gains ahead.