Finding the right bank for a trust account can mean paying low or no fees, earning high interest and benefiting from ...

Private trust companies are state-chartered organizations that provide fiduciary services to members of a family. It can only do business with the family, not outsiders. They are a unique option ...

Trust solutions can be essential components of estate planning. Beyond figuring out how to manage client assets and draw up succession plans for them, RIAs must assist in implementing the estate or ...

Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance brokerage NFP, has launched Wealthspire Trust, a Tennessee-chartered trust company.

Seventy percent of families name family members individually as trustees. 1 Private family trust companies (PFTCs) allow family members to serve as fiduciaries, offering several advantages and ...

Under the current lifetime gift tax exemption, in 2023 a person can make tax-free gifts of up to $12.92 million. At the end of 2025, that figure is expected to revert to the 2017 amount (indexed for ...

July 22, 2022 - Trust companies in the United States trace their roots back nearly two centuries, to the formation of the United States Trust Company of New York in 1853. Until recently, trust ...