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Wealth and Law
Wealth and Law
243 episodes
1 week ago
The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.
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Investing
Education,
Business,
Entrepreneurship,
Self-Improvement
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All content for Wealth and Law is the property of Wealth and Law and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.
Show more...
Investing
Education,
Business,
Entrepreneurship,
Self-Improvement
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Private Trust Companies
Wealth and Law
42 minutes 15 seconds
5 months ago
Private Trust Companies

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can solve issues of governance and management of family wealth. Finally, they discuss the unique position of PTCs with crypto assets.



Joel serves as CEO of Two Ocean Trust. Prior to co-founding the firm, he was a Portfolio Manager at Citadel, a $63 billion alternative investment manager. Joel began his career in the investment banking group at J.P. Morgan. 



Joel chairs the Selection Panel for Wyoming’s Investment Funds Committee, overseeing the state’s $30 billion sovereign funds. Appointed by Governor Mark Gordon, he also serves on the Wyoming Blockchain Select Committee, which has pioneered over 30 laws on blockchain and emerging technologies. Additionally, he is on the Wyoming Stable Token Commission, managing the first state-issued stable token.



Joel’s leadership extends to numerous boards for private trust companies and non-profits organizations, including his current role as Investment Committee Chair for the Community Foundation of Jackson Hole.



​He holds bachelor’s degrees in Finance and Japanese Language and Literature from the University of Oregon and studied at Obirin University in Japan. Joel also pursued graduate studies in the Master of Liberal Arts program at Stanford University.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
Wealth and Law
The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.