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Strong willed: Demand will increase due to improving financial markets and an aging population



Trusts & Estates in the US

Since 2010, rising stock market values have helped bolster revenue for the Trusts and Estates industry, while higher household wealth and the aging of the US population has led to the creation of more trusts and estates. Moving forward, the industry is expected to benefit from legislation raising the federal estate tax exemption of assets at-death and lowering of the maximum tax rate. Over the next five years, the aging population and growing number of wealthy households are anticipated to increase industry assets.

This industry includes personal trusts, estates and agency accounts that are managed on behalf of beneficiaries under terms of a trust agreement, will or agency agreement. Industry revenue is defined as the income generated by the assets in the entity. This may be in the form of interest, dividends and other investment income. This income may be held by the entity or distributed to beneficiaries. Fees for estate planning or drafting wills are not included in this industry’s revenue.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.



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Table Of Contents

Trusts and Estates in the US - Industry Market Research Report

TABLE OF CONTENTS

ABOUT THIS INDUSTRY
Industry Definition
Main Activities
Similar Industries
Additional Resources

INDUSTRY AT A GLANCE

INDUSTRY PERFORMANCE
Executive Summary
Key External Drivers
Current Performance
Industry Outlook
Industry Life Cycle

PRODUCTS and MARKETS
Supply Chain
Products and Services
Demand Determinants
Major Markets
International Trade
Business Locations

COMPETITIVE LANDSCAPE
Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Basis of Competition
Barriers to Entry
Industry Globalization

MAJOR COMPANIES

OPERATING CONDITIONS
Capital Intensity
Technology and Systems
Revenue Volatility
Regulation and Policy
Industry Assistance

KEY STATISTICS
Industry Data
Annual Change
Key Ratios

JARGON and GLOSSARY

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