Wealth and Law

Private Trust Companies


Listen Later

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can solve issues of governance and management of family wealth. Finally, they discuss the unique position of PTCs with crypto assets.

Joel serves as CEO of Two Ocean Trust. Prior to co-founding the firm, he was a Portfolio Manager at Citadel, a $63 billion alternative investment manager. Joel began his career in the investment banking group at J.P. Morgan.
 

Joel chairs the Selection Panel for Wyoming’s Investment Funds Committee, overseeing the state’s $30 billion sovereign funds. Appointed by Governor Mark Gordon, he also serves on the Wyoming Blockchain Select Committee, which has pioneered over 30 laws on blockchain and emerging technologies. Additionally, he is on the Wyoming Stable Token Commission, managing the first state-issued stable token.

Joel’s leadership extends to numerous boards for private trust companies and non-profits organizations, including his current role as Investment Committee Chair for the Community Foundation of Jackson Hole.

​He holds bachelor’s degrees in Finance and Japanese Language and Literature from the University of Oregon and studied at Obirin University in Japan. Joel also pursued graduate studies in the Master of Liberal Arts program at Stanford University.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Legal Disclaimerhttps://wealthandlaw.com/legal-disclaimer/

...more
View all episodesView all episodes
Download on the App Store

Wealth and LawBy Wealth and Law

  • 5
  • 5
  • 5
  • 5
  • 5

5

23 ratings


More shows like Wealth and Law

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,194 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

792 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

Odd Lots by Bloomberg

Odd Lots

1,921 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,436 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

114 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

89 Listeners

ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

70 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,076 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,301 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,549 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

795 Listeners