Skip to content
Holcombe Private WealthHolcombe Private Wealth
  • Home
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
    • Corporate Executives
    • Sudden Wealth
    • Multigenerational Families
    • Women Investors
    • Dual Income
  • Working with us
    • Working with us
    • Client Experience
    • Our Process
    • Private Wealth
    • Getting Organized
    • Our Services
      • Our Services
      • Financial Planning
      • Investment Strategies
      • Portfolio Management
      • Retirement Planning
      • Estate, Charitable Giving & Trust
      • Risk Management
      • Intergenerational Wealth Transfer
      • Family Office
      • Banking and Lending Solutions
      • Investment Banking
  • Our Team
    • Our Team
    • Timothy M. Holcombe
    • Perry Holcombe
    • Julia A. Butka
    • Leigh Bowerfind
    • Why Work With a CFP
    • Private Wealth Advisor
    • About Raymond James
  • Resources
    • Resources
    • Living Your Legacy
    • Calculators
    • Behavioral Finance
    • WorthWhile Magazine
    • Client Access Videos
  • Blog
  • Connect
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Alpharetta-3KE
    2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009 T: 678.566.2520 TF: 800.564.3589 F: 833.890.5069
    Map and Directions Map and Directions
PREV ARTICLE
NEXT ARTICLE
Trustee talking to couple on sofa in their home

Infographic: Three “T’s” of effective trustees

Estate & Giving // Infographic //
Facebook Twitter LinkedIn Email

Infographic sharing how choosing the right trustee is essential to supporting the financial wellbeing of a trust’s beneficiaries. You can start by narrowing your search to include people who fit three important criteria – time, temperament and tenure.

View PDF version

View text version

PREV ARTICLE
NEXT ARTICLE

Building wealth wisely

facebooklinkedinenvelope
Holcombe Private WealthHolcombe Private Wealth
  • 2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009
  • T: 678.566.2520
  • TF: 800.564.3589
  • F: 833.890.5069
  • Map & Directions
  • Map & Directions
Let's talk

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use