The Trust Advisor

Recent

Cheetah: Bridging Trust and Wealth Management for Modern Advisors

The walls between RIAs and trust companies are coming down, creating new opportunities—and challenges—for growth-minded firms. Cheetah Managing Director John Watts explains how the company’s evolution from trust technology provider to comprehensive wealth platform is helping advisors capitalize on this convergence.

The Trust Advisor

How An €83m Inheritance Feud With Germany’s Playboy Prince Could Tear Apart Otto Von Bismarck’s Dynasty

The heirs of Otto von Bismarck, Germany’s legendary “Iron Chancellor”, are embroiled in a bitter courtroom battle over a fortune.

The Trust Advisor

A Pivotal Moment In Estate Planning Is On The Horizon

As 2025 begins, wealth advisors must prepare clients for a pivotal moment in estate planning. A significant federal tax provision is set to sunset.

The Trust Advisor

IRA Expert: Why Traditional Retirement Accounts Have Become The Worst Asset For Estate Planning

Those saving for retirement have long viewed traditional individual retirement accounts (IRAs) as the ultimate savings vehicle.

The Trust Advisor

$250 Million Reason Hugh Jackman And Deborra-Lee Furness Haven't Divorced

Despite announcing their split in September 2023, Hugh Jackman and Deborra-Lee Furness are still not officially divorced.

The Trust Advisor

No Cheeseburgers Here: ITC’s Focused Approach to Advisor Partnerships

ITC (Independent Trust Company) has built its entire business model around being a pure-play trust administrator, explicitly avoiding wealth management services. With flexible trust models, sophisticated technology, and a family office service structure, ITC offers advisors what’s increasingly rare in the trust world: a partner that truly stays in its lane.