Video

The Role of a Corporate Trustee in Modern Estate Planning

Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, explains the critical role corporate trustees can play in estate planning. He dispels common misconceptions and outlines how a corporate trustee can provide stability, objectivity, and expertise in managing complex family assets and dynamics.

Key Highlights

  • Continuity and Oversight: Corporate trustees ensure consistent management of assets, tax filings, and distributions—even in the event of incapacity or trustee changes.
  • Objectivity and Expertise: They offer professional guidance while easing the burden on personal trustees and navigating sensitive family matters.
  • Flexibility and Asset Management: Able to manage diverse holdings—including family businesses, real estate, and unique assets—while allowing for removal and replacement when needed.

More On Trust Management

Investing in Private Equity

December 16, 2025

How We Invest

October 21, 2025

Get our Latest Insights First, Delivered directly to your inbox