Knowledge Leadership That Matters Most to Private Trusts & Family Offices

Charitable Giving Vehicles: How to Make a Difference in the Community Philanthropy is a great way to make a positive impact on your community, and there are many ways you can make a difference. Legacy Trust can help you navigate and select from these options, and help...

Where We Stand “You can’t really know where you are going until you know where you have been.”  – Maya Angelou The first half of 2023 has been a remarkable one for financial markets. After a challenging 2022 driven by rapid adjustments in asset valuations due to a...

The Tide Goes Out “When the tide goes out, we find out who has been swimming without a bathing suit.” – Warren Buffett It has only been a year since the Federal Reserve began aggressively raising interest rates to try and reduce inflationary pressure in the economy....

Managing the Dynamics of a Family Business Family-owned businesses have the potential to create a lasting legacy, but they present an equal risk of causing conflict, as well as straining or even shattering existing family dynamics. Unlike traditional corporate...

Back to the Future “History doesn't repeat itself, but it often rhymes." Mark Twain In financial markets, 2022 will be remembered as the year that the Federal Reserve (the Fed) ended the age of free money. Investors understood that interest rates near 0% could not be...

Fundamental Forces “Nothing happens until something moves." Albert Einstein There are four fundamental physical forces – gravity, weak nuclear, strong nuclear, and electromagnetic. Each force defines how the universe evolves and functions. A slight change to even one...

Disaster Preparedness No one wants disaster to strike but preparing for disasters in the unfortunate case that they do happen is important. Floods, fires, and other disasters alike can wipe out personal and business properties, as well as important documents such as...

Benefits of Teaching Financial Literacy to Children You have likely witnessed the consequences of poor money management at some point in your adult life. Most times this happens because you were unprepared, didn’t understand certain concepts, or weren’t given the...

Hurricane Season “Everyone thinks the Fed can handle this…but that hurricane is right out there down the road coming our way." Jamie Dimon, CEO JP Morgan, June 2, 2022 Residents of the Gulf Coast know that the Fourth of July holiday signals the start of that time of...

Getting the next generation involved in your family's philanthropic efforts may be one of the most important investments you can make in their future and your legacy. Your children are likely interested in giving back to society, yet may not be familiar with your...