Jordan Wolff

About Jordan Wolff

Over the last 20+ years, I’ve served in senior fiduciary leadership roles overseeing trust administration, fiduciary tax, trust sales and governance for national trust companies. During that time, I’ve helped guide stewardship of $10B+ in trust assets, thousands of beneficiary relationships, and the execution of complex trust mandates across multiple jurisdictions.I’ve been entrusted to speak about trusts multiple times in front of audiences of hundreds of financial advisors at conferences. My perspectives on finance have also been featured nationally in CBS News, Yahoo Finance, Newsweek, Business Insider, Huffington Post, and other major media outlets.Over the course of my career, I’ve had the privilege of:• Supporting families, fiduciaries, and financial advisors navigating high-stakes decisions• Guided grantors through holistic estate planning considerations, often resulting in meaningful refinements to better align intent, structure, and long-term outcomes• Serving on executive trust committees responsible for policy, risk, and trust governance• Developing fiduciary education and training adopted across enterprise trust teams• Reviewing trust structures to identify administrative, tax, and compliance blind spots• Mentor and develop emerging trust professionals, strengthen technical expertise, fiduciary judgment, and client stewardship At my core, my work has always centered on enhancing the grantor’s plan, strengthening fiduciary decision-making, and improving outcomes for trustees, families, and the professionals who guide them. I firmly believe in the importance of providing enhanced client service and being solution oriented in your planning and trust administration. Earlier in my career, I founded and scaled a national company focused on consumer financial advocacy. My company, Shrinkabill, was featured on the Today Show, US World Report, AARP, and about 40 other media outlets. Shrinkabill was acquired by BillShark, a business backed by billionarie investor Mark Cuban.Feel free to reach out to me on LinkedIn, as I enjoy connecting with estate planning attorneys, fiduciaries, trust administrators, and anyone committed to improving outcomes in trust governance and fiduciary care.

Experience

1. Head of Trust and Estate Administration and Fiduciary Taxation

   Hightower Trust Company

   Jan 2022 — Present · Wilmington, DE, US

   I lead a multi-state team and expanded our capabilities to confidently support high-complexity accounts, including special needs and foreign trusts. I also enhanced fiduciary education by incorporating real-world and pop-culture examples to make complex trust issues more intuitive.

Education

• Campbell University, Lundy-Fetterman School of Business

  Master of Business Administration (MBA), Concentration in Management/ Summa Cum Laude

• Campbell University

  BBA in Trust & Wealth Management; Minor in Financial Planning/ Magna Cum Laude

Skills

• Estate Planning
• Strategic Financial Planning
• Mba
• Personal Trust Administration
• Asset Allocation
• Wealth Management
• Gst
• High Net Worth Individuals
• Trust Services
• Investment Advisory
• Wills
• Wealth Management Services