Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffe, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independent, conflict-free trust administration services.
Antony is also a co-founder of WealthHub, a software platform that streamlines trust administration, and played a key role in establishing the South Dakota Trust Association. With over 15 years of experience, a background in investment banking and auditing, and a MBA in finance, Antony brings a wealth of knowledge to today’s discussion.
In this episode, you will learn:
- Why South Dakota has become the gold standard for trust law in the U.S.
- How perpetual trusts can preserve and protect family wealth for hundreds of years — or even indefinitely
- The key differences between directed and delegated trusts, and why that matters for control and flexibility
- How to navigate trust taxation, privacy, and asset protection through strategic jurisdiction selection
- And more!
Resources:
Episode Transcript & Blog | www.sterlingtrustees.com | (623) 406-2626 | ajoffe@sterlingtrustees.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
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