Preston McSwain is a repeat contributor to Trusts & Estates, an industry journal for trustees and wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.
How Trustees Can Be Prudently Passive
August 24, 2017
It’s not enough to follow someone’s advice to invest in index funds.
Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.
How to Do Better When Investing for Trusts and UHNW Individuals?
February 15, 2017
Resist the temptation to invest like endowments, and keep it simple.
Can I Do Better?
May 6, 2016
Does “more institutional” with more “alternatives, ” such as hedge funds, mean better?
I don’t think so.
Absolute Value and Transparency
October 5, 2015
If you listen to what clients say, they consistently want goal-oriented advice that simplifies their lives and offers peace of mind.
Are Hedge Funds Prudent for Taxable Investors?
August 27, 2015
When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.
