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.
On Watch
March 2014 | Volume 5, Issue 1
In this issue:
“Family Wealth Transition Plan”
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“Contributing Instead of Selling Property”
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“529 Plans: Optimal for Many, but Is It Right for You?”
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