Trust Services and SIMPLIFY
Ronald Blue Trust Success Story: Professional Athlete
April 9, 2018
It has been a busy eight months since Ronald Blue & Co. became Ronald Blue Trust on August 1, 2017. We hope that the only noticeable change you’ve seen is our expanded service offerings, which now include personal trust, estate settlement, and SIMPLIFY services. Our new trust company structure allows you to name Ronald Blue Trust as a professional trustee of a trust and/or executor of a will, which means that, upon acceptance, we can assume responsibility for carrying out the terms of a trust and/or will. Our team of professionals work with your other professional advisors (attorneys, tax advisors, accountants, etc.) to make sure the trust and/or estate is administered efficiently and confidentially. The response we’ve received from our current and new clients has been exciting and positive. We want to share one of the success stories we’ve heard from clients who have worked with Ronald Blue Trust since we made this transition.
Jason and Katherine
One of Ronald Blue Trust’s areas of expertise is working with professional athletes who may quickly come into large sums of money as they advance in their careers or who may retire with a great deal of wealth to manage. One such client, Jason, and his wife, Katherine, are in their early-40s with young children. They became financial planning and investment management clients of Ronald Blue & Co. a few years ago when Jason retired from a successful baseball career, and they were looking for financial wisdom for the next season of life.
Recently, as part of their ongoing comprehensive wealth management services, their Ronald Blue Trust advisor recommended that they consider a professional trustee and executor for their wills and estate. Often these responsibilities can default to the guardian named for the children, but Jason and Katherine did not want the guardian to be burdened with extra responsibilities.
The couple felt great comfort in their relationship with their advisor and the way that Ronald Blue & Co. had served them over the years. Putting Ronald Blue Trust in place as trustee felt right given the expertise required to steward their assets. “Knowing how our advisors are trained, our principles, and the philosophy behind our advice, the clients felt that our trust company would be the best fit for ensuring consistency in the future for them and their children,” explains their advisor. “No matter where they, their children, or their grandchildren are located or are working, they can feel confident about how things will be managed going forward.”
At Ronald Blue Trust, we want to walk with you through each season of life as a trusted advisor who can help you focus on the things that matter most to you. If you would like to speak to your advisor about starting a financial plan, or for more information on our new expanded trust services, please call 800.987.2987 or email
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These clients have given us permission to print their stories. Pseudonyms have been used to protect their privacy. Ronald Blue Trust and its employees and affiliates do not provide legal or accounting advice or service. Work with your attorney or accounting professional for such services. The client’s experiences may not be representative of the experience of other clients. Their experiences are also not indicative of future performance or success.
This article was originally published in our
Wisdom for Wealth. For Life.
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