Weighing the Pros and Cons of Managing Your Own Trust or Foundation
Channel: Esquire Group
Date: 2023-12-27

Explore the complexities of managing your own trust or foundation in this episode, "Weighing the Pros and Cons of Managing Your Own Trust or Foundation." I delve into why individuals hesitate to entrust their hard-earned wealth to third parties and opt for self-management. While control is an obvious advantage, I look into the significant disadvantages, such as tax risks, asset protection concerns, and the impact on privacy. Discover the potential pitfalls and legal risks associated with self-management, and gain insights into how careful planning, including structuring the board and considering the role of a protector, can mitigate these challenges while retaining some control or influence.

FInde the episode here:
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♦️Apple Podcast -https://podcasts.apple.com/us/podcast/weighing-the-pros-and-cons-of-managing-your-own/id1702548989?i=1000633033511

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Hi! I am Jimmy Sexton, LL.M. – Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning. 

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--------------------------------------------------DISCLAIMER--------------------------------------------------------
This video is prepared for educational purposes only. This video is not legal, tax or any other type of advice. Each individuals’ circumstances are different, you should seek legal and/or tax advice to address your specific situation and any questions you may have.