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Trust Companies for Family Wealth: Build My Own?

  • picture of Don Kozusko
    Don Kozusko

Most wealthy U.S. families still choose individuals rather than trust companies to serve as trustee, even for complex trusts holding very substantial assets and even though a family who can afford it now has the option of creating its own trust company, a so-called “private trust company” that serves only for its family trusts. September 2004. Download