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 2012

On Watch

February 2012 | Volume 3, 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:

Understanding Roles and Responsibilities in Family Businesses”
by Ross W. Nager, CPA

How to Be a Great Trustee”
by Leslie Kiefer Amann, J.D.

Miscalculating Portfolio Liquidity—A Lesson Learned from 2008”
by D. Fort Flowers, Jr., CFA