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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

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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