Practical analysis for investment professionals

charitable trusts


Private Wealth Roundup: Insights from the Comments Section

Have you ever noticed that there are times when the comments section of an article is more illuminating than the article itself? Or if not more illuminating, just as interesting to read because the responses stimulate intense debate and take on a life of their own?

Low-Rate Environment Favors “Jackie O” Charitable Lead Trust

With interest rates at record lows, wealth managers who serve charitably minded clients in the United States may want to take a closer look at the merits of a charitable lead trust, a vehicle that is sometimes referred to… READ MORE ›



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