🎙️Episode 14: What is a Corporate Trustee? With Andy B. Chong

👨‍💼With Special Guest: Andy B. Chong

Are you curious about the inner workings of a corporate trustee? Do you want to learn more about the role they play in managing trusts and other financial assets? Then, tune in to our latest podcast episode titled "What is a Corporate Trustee?"

In this episode, we dive deep into the world of corporate trusteeship and explore the key responsibilities and functions of a corporate trustee with financial advisor Andy Chong. We discuss the various types of trusts that corporate trustees manage, and the legal and ethical obligations that come with the role.

We also shed light on the benefits and drawbacks of having a corporate trustee, and how they can help individuals and businesses achieve their financial goals. Our expert guest shares their insights and experience on the topic, providing listeners with valuable information that they can apply in their own financial planning.

Whether you're a financial professional, a trust beneficiary, or just someone curious about the world of corporate trustees, this episode is for you. So, grab your headphones and join us for an informative and engaging conversation about the fascinating world of corporate trusteeship.

About Our Guest:

Andy is a Wealth and Business Advisor serving families and small to lower middle market businesses in both Los Angeles and the Central Valley communities. Armed with over 20 years of financial services industry experience, he brings his expert knowledge in investments, wealth planning and business advisory to his clients and other professional partners such as tax advisors, M&A professionals and trust & estate attorneys.

Andy is a Chartered Financial Analyst (CFA) and is an active volunteer of the CFA Society of Los Angeles as a CFA exam mentor, former Chair of the Asian Pacific Community of Interest group and served as a Board of Governors member from 2016-2020. He belongs to a select group of Trusted Advisors and has access to a network of highly reputable professionals in M&A, Law, Tax and Insurance. He obtained his Bachelor of Arts degree from the University of California, Davis.

Find out all about Corporate Trustees on this episode of the Probate Realtor Show!

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🗣️Notable Quotes:

"If you see money in motion whether it’s a business sale, real estate sale, or inheritance all of these have tax consequences tied to it. Have a plan and get assistance."

📇Connecting with Andy B. Chong:

LinkedIn: https://www.linkedin.com/in/andychongcfa/

Website: https://www.highlinewp.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://everyla.com/