Partnering With Families To Make Life Better

The St. Louis Trust Company’s approach to wealth management for families with multi-generational wealth is different from the norm. We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services. Your family receives a boutique experience while benefiting from unbiased advice and world-class expertise. Each client family is different, and so are we.

SHOULD I SELL OUT OF THE STOCK MARKET?

| INVESTMENT MANAGEMENT, ★ Featured | No Comments

Over the past several months many people have asked whether they should take risk off the table by selling some of their stocks. Given the heightened perception of uncertainty in geopolitics and the financial markets, this question is understandable. In response, this article outlines investor concerns, examines various historical facts pertaining to investing in stocks and concludes with advice from The St. Louis Trust Company.

SEEMINGLY MINOR, BUT VERY IMPORTANT TAKEAWAYS FROM 2016 CLIENT CONVERSATIONS

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Every day, our team at The St. Louis Trust Company provides expert advice to our clients on investing, estate planning, trust administration and other financial-related topics. In the course of handling these significant matters, we also help clients address other everyday issues. We have assembled a list…

FEES AND TAXES MATTER (AND TAXES MATTER MORE THAN YOU THINK)

| INVESTMENT MANAGEMENT, ★ Featured | No Comments

Most of the factors that affect a portfolio’s value over time are beyond an investor’s control, such as global geopolitical events, economic conditions, interest rate movements and movements of the markets, just to name a few. Fees and the taxes generated by a portfolio; however, are mostly within the…