Wealthy families don’t succeed by accident. Planning is necessary for a family’s wealth and values to persevere through many generations. However, the best wealth management plan cannot succeed if the pieces are planned in isolation.
Sentinel Trust takes a holistic view of tax, estate, investment, family business, governance, and philanthropic goals to develop and manage each highly customized wealth management plan. It begins by getting to know you, your spouse, and if appropriate, your children and their children.
While we must defer to practicing attorneys and accountants to draft documents and prepare tax returns, our experience with many families of extraordinary means allows us to assist in the development of formalized plans. Because we are chartered as a trust company, we are able to serve as corporate fiduciary and effectively administer complex planning vehicles.
Know also that we can speak in plain English, without acronyms or legalese. We are warm. We are engaged. We are smart. We consider even the smallest details – both financial and interpersonal. We are passionate about this work and it shows.
Perhaps, for the first time, your family will love it too.
Takeaways from the 2023 Berkshire Hathaway Annual Meeting
We attended the annual Berkshire Hathaway meeting again this year. We came away with many pages of notes and summarized our key takeaways from Charlie Munger and Warren Buffett below: We are leaving the incredible 2020-21 period where the government poured money into the economy. Inventories are now building, sales will likely come, and they…
On Watch – April 2021
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….
On Watch – June 2020
The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….
On Watch – May 2018
The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.