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, April 2016

On Watch

April 2016 | Volume 7, 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:

Timing Can Be Everything”
by David Zahn, CPA, CFP®

Identity Theft Prevention & Mitigation”
by Andrew B. Smith, J.D.

Total Return vs. Income-Oriented Return”
by M. Taylor Scott, CFA