Wealth Market Reports

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2015 Personal Trust Update

Spectrem's annual trust report reviews the growth of the trust industry, including the number of trust assets and accounts held by major financial institutions.  It reviews the growth and usage of collective investment funds as well as amount of assets managed by institutional trustees.  This research is based upon an in-depth analysis of FDIC filings made by financial institutions.  It is be supplemented by information from Spectrem's ongoing monthly research with HNW investors focused on their likelihood to establish a trust.  It also reviews current trust usage from an investor's perspective, as well as includes insights from Spectrem's 2014 $25 Million Plus Investor report.  Available Now


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Trustee as Fiduciary