Welcome to On Watch, a quarterly publication by Sentinel Trust Company designed to spotlight wealth management issues, trends, and opportunities relevant to ultra-high-net-worth families and their businesses.

Sentinel On Watch, February 2017

On Watch

February 2017 | Volume 8, Issue 1

Sentinel Trust Company provides custom integrated planning, investment, fiduciary and administrative solutions to affluent families and their closely held businesses and entities.

In this issue:

Performance Evaluation”
by Catherine Lee Clarke, CFA

To Freeze or Not to Freeze”
by Andrew B. Smith, JD

Trusting Your Blind Trust”
by Andrew B. Smith, JD