Wealth Market Reports

Choosing a Trustee

Only a small percentage of investors currently use an institution as a trustee of their trusts.  In fact, Spectrem research indicates only 14 percent of households with $5 million to $25 million in net worth use a corporate trustee, despite the fact that 49 percent currently hold assets in a trust.  Why are these investors not using a corporate trustee?  What would make them change their mind?  As for those investors using a corporate trustee, what factors influenced them to choose a particular organization. 

Choosing a Trustee is a qualitative study with 49 investors who currently have a trust.  Half of the investors surveyed have a corporate trustee while the remaining investors are not using a corporate trustee.  This report explores the following issues:

  • What was the process for putting assets into trust?  Who advised them to set up the trust?
  • What is the structure of the estate plan?
  • Who is the trustee of their trust(s)?  How did they make this decision?  What factors were important to them?  Ease?  Fees?  Ensuring that their family is cared for?
  • For those who do not have a corporate trustee, what made them decide not to use a corporate trustee?  What events might make them change their mind?
  • For those who do have a corporate trustee, why did they choose a specific organization?  What might make them change their mind?  How is their relationship with their current trustee?  Does it meet their expectations?  Why or why not?
Price: $15,000.00
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