Competition among wealth managers for high-net-worth clients is fierce. In order to attract and retain such clients, wealth managers must offer a wide range of sophisticated services, including a directed trust...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights Markets ended 2025 on a strong note: No major asset class ended the year in the red. U.S. large-cap stocks ended the year up 18%...
"Read More"
When it comes to estate planning, certain tools offer tax advantages while allowing for flexible control over assets. One such tool is the Intentionally Defective Grantor Trust (IDGT), a strategy used primarily...
"Read More"
When families think about passing wealth from one generation to the next, the conversation often centers on wills, living trusts, or gifts. However, for those who want to protect and preserve assets for multipl...
"Read More"
Strengthening Estate and Asset Protection Planning Through LLC Design Limited liability companies are often viewed as straightforward holding vehicles, but their governing documents can play a critical role in ...
"Read More"
Planning in a Changing Environment: Key Considerations for Advisors Estate planning in today’s environment is no longer driven by a single objective. High exemption amounts, shifting income tax priorities, as...
"Read More"
Building a bridge between traditional academic programs and industry training Newark, DE, October 29, 2025 -- The Peak Trust Management Certificate Program, made possible through a $550,000 gift f...
"Read More"
Navigating Complexity in Modern Estate Planning Estate planning continues to grow more complex as tax rules evolve, client situations become more nuanced, and technology reshapes how advisors work. In this wide...
"Read More"
Year-End Planning in a Changing Environment Estate planning in 2025 demands more than routine document updates. With volatile markets, transformative tax legislation, and evolving planning techniques, advisors ...
"Read More"