News from SVA Plumb Financial


SVA Financial Group’s Ponteri Presents Webinar on Benefits of a Corporate Trustee

By SVA Financial Group | 9/10/2020

SVA Financial Group’s Chris Ponteri, MBA presented a webinar for the Walworth County Estate Planning Council on September 9, 2020.

The presentation, titled The Benefits of Choosing a Corporate Trustee, discussed the top ten reasons to use a corporate trustee. Among these reasons are experience, regulatory oversight, impartiality, legal knowledge, continuity, and avoid conflict of interest.  A corporate trustee may be the best option to ensure matters are addressed in a safe and timely manner, assets are not overlooked, and trust assets are invested appropriately.  

Chris is a Wealth Manager with SVA Wealth Management and a Trust Officer with SVA Trust Company, LLC. He has over 18 years of experience in the trust industry and specializes in post-death administration of estates and trusts. Chris administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.