2012 Personal Trust Update

The 2012 Personal Trust Update is Spectrem’s 9^th annual report based on our analysis of FDIC data supplemented with Spectrem’s insights gleaned from our studies of affluent households.  This report reviews the trends in total personal trust assets, managed versus non-managed personal trust accounts, and discusses the status of common/collective funds.  This report will assist asset management and personal services companies to gain a greater understanding of the existing trust world and to prepare for potential marketplace changes in the future.

Available August 2012   $3,500