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Jonathan Forster

Oct 28, 2026

13:59
I guess, can you kind of unpack that a little bit? And what's an important thing for a financial professional to keep in mind when they hear those terms? And what should they be thinking when they hear those kinds of planning strategies?
14:12
So a Rockefeller Trust is just another, I guess, you know, marketing monitor for what really is a multi-generational or dynastic trust.
14:22
I doubt the Rockefellers call their trust Rockefeller Trust.
14:25
Right.
14:26
Right? Maybe they do, but I doubt it.
14:30
For the most part, it's really just a dynastic trust.
14:33
And there, to me, what you're looking for is leverage and deferral.
19:31
So who would you say is kind of the right client to start thinking about either a private or intergenerational split dollar case?

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