079 | Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony Joffe

2025-05-13

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Are you building a legacy that lasts or leaving your wealth exposed to taxes, lawsuits, and family conflict? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Anthony Joffe, Chairman of Sterling Trustees, one of the nation’s top independent corporate trustees based in South Dakota. With nearly two decades of experience helping ultra-high-net-worth families structure their trusts, Anthony shares powerful insights into why trusts are more than estate tools, they're strategic wealth planning vehicles. Patrick an...

Are you building a legacy that lasts or leaving your wealth exposed to taxes, lawsuits, and family conflict?

In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Anthony Joffe, Chairman of Sterling Trustees, one of the nation’s top independent corporate trustees based in South Dakota. With nearly two decades of experience helping ultra-high-net-worth families structure their trusts, Anthony shares powerful insights into why trusts are more than estate tools, they're strategic wealth planning vehicles. Patrick and Anthony explore what makes South Dakota the gold standard for trust law, the dangers of choosing the wrong trustee, and how smart entrepreneurs are protecting their wealth for generations to come.

Whether you're just getting started with estate planning or you're already managing substantial assets, this episode is packed with practical strategies that can save millions in taxes, avoid probate, and create long-term clarity for your family and business. If you’re serious about protecting what you’ve built, this is one you don’t want to miss.

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