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Handling Trusts of Members in Investment Clubs |
4/16/2025 |
Are you aware of the downside risks to your club from allowing members to hold their club account in a trust?
In our April 2025 myICLUB webinar, Russell Malley reviewed a new feature that accommodates entity names such as member trusts in member profiles and reports on myICLUB.com. But before your club allows members to transfer their ownership interests to trusts, make sure that you understand the pitfalls that can result from allowing trusts as partners in your club.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
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