Private Wealth Podcast

Trustees explained: roles, responsibilities, and why choosing the right one matters


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The world of trusts often feels complex, but at its core it's about safeguarding assets for others.

Whether you're considering setting up a trust, have been asked to serve as a trustee, or are evaluating your current arrangements, this discussion offers guidance on finding the right trustee for your specific needs.

Hosts, Leonora Stevens and Mike Hodges, are joined by Philip Radford from our Guernsey and Dubai office, and together they unpack the responsibilities of a trustee, the traits that make a good one, and whether it makes sense to appoint a trustee in the UK or an international finance centre.

From the simplest family arrangements to sophisticated international structures involving multiple asset classes, our experts explore what makes a trustee effective and how to choose the right option for your circumstances.

For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

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Private Wealth PodcastBy Saffery


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