Trusts Demystified – Why Families Use Them
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Trusts Demystified – Why Families Use Them
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When people hear the word "trust," they often think it's only for the ultra-wealthy.
The reality? Trusts can be a powerful tool for families who want to protect what matters most, whether that's a family business, family cottage, investments, or simply the relationships that matter across generations.
In this episode of The Business of Family Podcast, Tammy sits down with Jandy John from Concentra Trust to demystify trusts and answer the questions many families have but aren't sure who to ask.
Together they discuss:
✔ What a trust is (and isn't)
✔ Why families choose to establish trusts
✔ How trusts support family business succession
✔ Common misconceptions that hold people back
✔ Practical advice for families thinking about their future
The best legacy plans aren't just about transferring assets, they're about creating clarity, protecting relationships, and ensuring your wishes are carried out the way you intended.
🎧 Listen now and discover why trusts may be worth a conversation with your family and professional advisors.
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