High Net Worth Estate Planning Series
Nevada Private Family Trust Companies
Guest: Daniel Gerety and David Holmes
Daniel is the President of Gerety & Associates in Las Vegas, NV and also a CPA.
David Holmes, is a director with Gerety & Associates.
January 31, 2023
Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Daniel Gerety, President and CPA with Gerety & Associates in Las Vegas, Nevada and David Holmes, a director with Gerety & Associates about the ins and outs of Nevada Private Family Trusts. What is a Nevada private family trust company and who should consider establishing one? Why Nevada? What are the advantages of licensed and unlicensed trust companies and what are the main points to consider? Tune in to learn how this could help your wealthy clients.
