Overview

Protecting your assets, preserving your wealth, and staying true to your intentions is our focus. As a full-service wealth management firm, we often serve as trustee on trust accounts. In this capacity we provide comprehensive support services, including management of cash distributions, bill paying, assistance with philanthropic programs and record keeping for fiduciary reporting.

We work closely with clients to ensure that each trust account is managed and administered according to their specific wishes and the needs of both donors and beneficiaries. Further, we collaborate with tax and legal advisors to protect assets from probate and limit tax liabilities.

Like everything we do at LBA, we take a very personal approach to our work as trustees. We have witnessed with alarm the role of trustee becoming increasingly corporate in nature, losing its original function of knowing and acting upon donor intentions. At LBA, we do not act as a trust committee, but rather as an individual trustee or successor trustee with personal connection to the creator of the trust and his or her family.

We carefully administer investments and distributions as prescribed by trust documents, balancing the sometimes competing interests of multiple beneficiaries. When needed, we apply our experience to equitably resolve conflicts among beneficiaries.

Perspectives

LBA Monthly View | November 2021

– Notable: Thanksgiving travel, semiconductor shortages, heating costs, shipping industry delays
– Company Highlights: Enterprise Products Partners, Novartis, Par Technology, Emerson, Canadian National Railway
– On our Minds: Inflations and Corporate Margins: A Thought Exercise

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POSTED IN: LBA Monthly View

Reflections & Observations: Let’s Talk Inflation

In this newsletter edition we cover the following:
– Understanding the Yield Curve
– Enhancing Privacy and Security to Protect Against Identity Theft
– Inflation and Deflation: The Ongoing Tug-of-War Underpinning the Inflation Debate
– Managing Through Life Events
– The Fed’s Ongoing Yield Curve Control Is Becoming More Apparent
– Why Does October Spook Investors?

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POSTED IN: Reflections & Observations

LBA Monthly View | September 2021

– Notable: NYC subway ridership, sugar & coffee production, high yield bond market
– Company Highlights: Enterprise Products, Visa, Novartis, Apple, Johnson & Johnson
– On Our Minds: The economic impacts of returning (or not returning) to work

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POSTED IN: LBA Monthly View

LBA Monthly View | August 2021

– Notable: Increase in coffee prices, EU coal production, mobile commerce, gas prices
– Company Highlights: Canadian National Railway, Proctor & Gamble, Visa, Amazon, Apple
– On Our Minds: How to Benefit from Emerging Market Growth while Minimizing Risk

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POSTED IN: LBA Monthly View