Investing for TrustsInvesting for Trusts
A guide for trustees and their advisors.
March 22, 2018
Asking the right questions is critical when investing trust assets. What’s the time horizon of the trust? Are there any unusual tax characteristics? Why was it created? What are the beneficiaries’ needs and desires?
The answers to these questions can lead to a diverse set of asset allocations. Here are some of the differentiating attributes of trusts that may lead to particular portfolio choices. Investment selection can dramatically leverage—or hinder—the value of a family’s total wealth transfer, and thoughtful decisions are an important part of the trustee’s job.
Grantor vs. Non-grantor Trusts
It’s important to determine whether a trust is a grantor trust or a non-grantor trust. A grantor trust is considered to be the same as its gran...
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