The Trust Advisor

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The Trust Advisor

Feb. 17, 2025

Intergenerational Wealth Transfer and the Critical Role of Credit Unions

Over the next few decades, the United States will witness one of the largest transfers of wealth in history.

The Trust Advisor

Feb. 17, 2025

Wells Fargo Lawyer Defends Management of Billion-Dollar Seminole Tribe Trust Fund

Wells Fargo did everything by the book when it managed a massive, ever-growing trust fund on behalf of the children of the Seminole Tribe of Florida.

The Trust Advisor

Feb. 17, 2025

Warren Buffett Offers One Piece of Estate Planning Advice to the Middle Class

Estate planning can be complicated — and not just for the rich. An estate is anything that will be left to heirs after death.

The Trust Advisor

Feb. 17, 2025

Kanye West and Bianca Censori Heading Toward Multi-Million Dollar Dispute

Kanye West and Bianca Censori heading toward multi-million dollar dispute in prenup-free divorce. Without prenup, may face costly divorce, with debts.

The Trust Advisor

Feb. 12, 2025

BOK Financial: A Century of Trust Services Designed for Advisors

BOK Financial has spent more than a century refining trust services that empower financial advisors rather than replace them. From estate planning insights to seamless trust administration, the firm’s expertise helps advisors retain assets, expand their business, and strengthen multigenerational client relationships—all backed by the stability of an institution with deep roots in trust services.

The Trust Advisor

Feb. 10, 2025

Instead Of Preserving Family Wealth Some Want To Redistribute It

Unlike most high-net-worth individuals who seek financial advisors to grow their assets, the young inheritors at the MMMC conference aim for opposite.