Today’s Trust Platforms Relevant to Individual Trustees?
Chairman & CEO
MERRILL LYNCH TRUST COMPANY
Pennington, New Jersey
Are you aware that the number of personal trusts has doubled over the
past 10 years? Sounds beneficial for the trust business, but with
individuals and family members serving as trustee for 90% of the
trusts, corporate trust providers need to rethink their platform and
model to remain relevant and competitive. Chris Heilmann, Chairman
& CEO of Merrill Lynch Trust Company, and a 35 year veteran of the
trust industry, will share his perspectives on how to strategically
address this phenomenon and the implications of managing risk in an
integrated and multi-disciplinary environment.