On Watch – April 2021

By Sophia Papadopoulos, CPA, CFA^® and D. Fort Flowers, Jr., CFA® on April 28, 2021

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The latest edition of On Watch is now available for download. This issue features articles about special purpose acquisition companies (SPACs), the benefits of selecting an effective corporate trustee, and a discussion of the role hedge funds can play in a well-diversified portfolio. Contributors to this issue are Dennis A. Montz, MBA, CFA, CAIA; D. Fort Flowers, Jr., CFA; and Sophia Papadopoulos, CPA, CFA.

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POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: Alternative Assets, Boutique Trust Companies, Corporate Trustee, Estate Planning, Financial Planning, Hedge Funds, Investment Planning, Multi-generational Trusts, Next Generation, Private Investments, SPAC, Special Purpose Acquisition Company, Trust Protector, Trusts, Wealth Management, Wealth Transfer Planning

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