Antony Joffe is the Chairman and President of Sterling Trustees LLC, a South Dakota-chartered trust administration company specializing in providing independent trust administration services to high-net-worth individuals, families, foundations, and endowments. Under his leadership, Sterling Trustees has grown significantly, administering over $10 billion in assets across more than 350 trusts and 150 families. Antony’s emphasis on independence, transparency, and conflict-free administration has set Sterling apart in the trust services industry. His approach ensures that clients receive objective and personalized trust management aimed at preserving and growing assets across generations.

With over 15 years of operating experience in the trust industry, Antony has developed a deep expertise in trust services, private equity, investment banking, and wealth management. Prior to founding Sterling Trustees, Antony held various leadership roles in the financial services industry, including serving as President of a Pennsylvania-chartered trust company. His extensive background also includes working as Vice President at Janney Montgomery Scott, where he managed over $500 million in equity and debt financing for public and private companies. His experience spans mergers and acquisitions, capital raising, and strategic financial advisory.

In addition to his leadership role at Sterling Trustees, Antony is the co-founder and board member of WealthHub Solutions LLC, a technology company that serves the wealth management industry with its Salesforce-based platform, streamlining trust administration and providing centralized management tools. He is also the co-founder and former president of the South Dakota Trust Association, where he remains actively involved in promoting South Dakota as the trust situs of choice and contributing to legislative, educational, and philanthropic activities.

Antony’s educational background includes an MBA in Finance from Temple University’s Fox School of Business and a Bachelor of Business Administration in Accounting from Emory University’s Goizueta Business School. His early career began as an auditor in the Business Advisory Group at Coopers & Lybrand, where he gained valuable insight into financial operations and auditing.

Antony’s commitment to family values drives his professional philosophy, a reflection of the influence of his father, Stanley Joffe, who founded Sterling Trustees at the age of 66 after moving the family from South Africa. Antony’s focus on integrity, independence, and objectivity ensures that Sterling Trustees treats every client like extended family, making informed decisions that are free from outside influences.

In addition to his executive roles, Antony is an accomplished author, having written white papers and articles on trust management and investment advisory topics, including “Helping Clients Choose the Right Investment Advisor” and “Why An Irrevocable Trust Is Not Always Irrevocable.” He frequently speaks at major trust and financial services conferences, sharing his insights on the evolving trust industry.

Antony is actively engaged in board roles, including his positions at WealthHub Solutions and the South Dakota Trust Association. His commitment to innovation and client-centric service continues to guide the strategic direction of Sterling Trustees, solidifying its reputation as a leader in the trust administration industry. With over 35 years of professional experience, Antony remains dedicated to helping clients preserve their wealth and navigate the complexities of trust services with confidence and clarity.

Character: Antony Joffe is driven by strong family values, integrity, and a deep commitment to client relationships. His focus on independence and objectivity ensures that his clients’ best interests are always prioritized.

Knowledge: With over 35 years of experience in the financial services industry, Antony has developed deep expertise in trust administration, private equity, investment banking, and wealth management. His extensive background allows him to guide high-net-worth clients in preserving and growing their assets for future generations.

Strategic: Antony’s leadership at Sterling Trustees has been pivotal in growing the company’s assets under administration to over $10 billion. His strategic foresight has also led to the co-founding of WealthHub Solutions, a platform designed to streamline trust administration for the wealth management industry.

Communication: As a seasoned public speaker, Antony frequently shares his expertise at major trust and financial services conferences. His clear, objective communication style helps clients make informed decisions, free from external influence.