The Trust Advisor

Recent

Feinstein Accuses Trustees of Husband’s Estate of Financial Abuse

Sen. Dianne Feinstein (D-Calif.) accused the trustees of her late husband’s estate of committing financial abuse against her.

The Trust Advisor

College Endowment Investment Gains Are Being Eroded by Inflation

US college endowments are rebounding from their worst returns since the Great Recession.

The Trust Advisor

Sterling Trustees: Shelter From The Storm

Client death is the perfect storm. Industry experience suggests that RIAs have an 80% chance of retaining the AUM of a deceased client if the assets are in a trust, and only a 20% chance of retaining the AUM if the assets are not. If you haven’t done so yet, you may want to take a closer look at how trusts can help protect your AUM.

The Trust Advisor

Sterling Trustees: The Perfect Storm Is Coming For Wealth Management As We Know It

The preservation of your current AUM, and a connection to the heirs of your high net worth clients cannot be assumed. Complacency is not your friend. How much of your business is at risk in the next five years? Ten years? One easily attainable approach to helping protect your clients’ wealth, and “lock” in your AUM with a long-term strategy is through the use of trusts.