
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer
Financial Advisor Success
Navigating Accountability in Purpose Trusts
This chapter explores the role of a trust enforcer within perpetual purpose trusts, focusing on ensuring accountability among trustees. It discusses mechanisms for enforcement, including the ability to remove non-compliant stewards and initiate legal actions while emphasizing the ethical implications. Additionally, the chapter outlines the financial management and profit-sharing structures among advisors in these trusts, promoting equity and a shared vision.
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