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, September 2015

On Watch

September 2015 | Volume 6, Issue 2

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:

Ten Due Diligence Questions for Private Equity Investors”
by Dennis Montz, CFA, CAIA

Choosing Your Retirement State”
by Anne-Lise Wiegand, CPA, and David Zahn, CPA, CFP®

Nurturing Family Togetherness”
by Katherine J. Slater, J.D.