In addition to our articles “Current Outlook” and “Portfolio Review & Strategy” which keep readers current on economic and investment developments, this issue also has articles on two very trending topics among baby boomers and beyond. “Having The Talk With Your Heirs” focuses on how to broach the topic of inheritance with the next generation in order to prepare them for the future and related benefits, as well as responsibilities. “Downsizing – Why, When & How” addresses key points to consider when you are ready to simplify your life. It doesn’t have to be daunting.
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Is market timing a good idea? What will the new tax bill mean for you? These topics and more on the most recent economic outlook and portfolio strategy are available within 2018’s first quarter publication of MARKETWATCH.
READ MORE As full or part-time Florida residents, we all understand that this summer was unique, resulting in a wealth of stories of people and businesses helping each other and their communities. Over the years, we’re proud to say that The Trust Company has also taken action beyond the ordinary to help our clients, colleagues, and employees.
We are currently approaching $2 Billion in assets under management for more than 325 families, and as the largest independent trust company in Southwest Florida, we have made it our mission to preserve and grow our clients’ assets. If you are not already a member of The Trust Company, we invite you to visit one of our offices to discover the true meaning of Private Wealth Management.
READ MORE Summer is when we can take time to consider some of those more important decisions, such as your investment management and estate planning strategies. Pieces of your life may be shifting – children become adults, businesses or homes sell, retirement approaches or health changes. Summer is an ideal time to talk with your wealth advisor about what is happening in your life, so the best possible solutions can be offered for your family’s needs and goals.
As the largest independent trust company in Southwest Florida, we now manage over $1.6 billion for over 300 families – and since 2001, have made it our mission to preserve and grow our clients’ assets. If you are not already a member of The Trust Company family, we invite you to visit one of our offices to discover the true meaning of Private Wealth Management.
READ MORE There is not a month that passes that we don’t have the pleasure of helping one of our clients – and often it’s not a financial or estate planning matter. It’s a life issue, a family issue or even a health issue. It reminds us that this is why The Trust Company is different. The size of our company affords us the privilege of knowing our clients personally and makes us available to them for any reason, day or night. At the same time, we have the resources and talent on board to manage $1.5 billion in assets for more than 300 families and growing. This past quarter brought The Trust Company to a new milestone level in asset management, due to the confidence of our valued clients and the skills of a dedicated Portfolio Management Team. We’re proud to be a wealth manager – not simply a money manager.
If you are not already a member of The Trust Company family, we invite you to visit one of our offices to discover the difference.
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