August 22, 2023

Legacy in Trust with David Malcom

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“If you want to save money, and be able to control what’s going on, you get a Trust”
David Malcom
Justin Isaac

Justin and David dive into the depths of the intricate trust landscape, unraveling misconceptions and revealing the true essence of trusts beyond traditional inheritance models.

David Malcolm's insights are invaluable as he explains his role in managing vast assets for the long term. While many people associate trusts with passing on assets upon one's passing, David's work takes this concept a step further. He manages substantial endowments, benefiting charitable causes and nonprofit organizations over extended periods.

If you're intrigued by the world of legal intricacies, Legacy in Trust: Expertise in Managing Billion-Dollar Assets with David Malcolm is a must-listen episode. Justin Isaac's engaging hosting style combined with David Malcolm's profound expertise guarantees an enlightening experience that will leave you with a deeper understanding of trust management's significance.

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