Wealth Road Map Briefing: Family Trusts, Inheritance Insights, and What’s Next for Markets

In our latest Wealth Road Map Monthly Briefing, we explore when a family trust may be an effective estate planning tool, additionally we share practical strategies to help families navigate wealth transfer and inheritance planning. We also provide a market and portfolio update, addressing some of the most common questions arising from client conversations, including the upcoming U.S. midterm election and the current interest rate environment.