(The Telegraph) - The underlying principle of putting your eggs in more than one basket is alive and well.
....to read the rest of this story see the following:
https://www.telegraph.co.uk/business/2022/04/13/keep-calm-carry-investing-shares-bonds/
By Tom Stevenson
April 13, 2022
In Switzerland, the vote on the proposed inheritance tax for assets exceeding 50 million francs sparked significant debate.
“Advisor friendly” often functions as marketing jargon, but Prairie Trust® has built its trust administration model around the concept. VP and Director of Fiduciary Sales Terry Doyle explains how the firm maintains advisor relationships through custodian neutrality, responsive service, and willingness to handle complex estate settlements and special needs trusts—work many institutional trustees avoid. The approach has grown Prairie Trust from $350 million to more than $1.5 billion in assets under administration over 11 years.