Are Today’s Trust Platforms Relevant to Individual Trustees?

Christian G. Heilmann
Chairman & CEO
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.

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