1. Market Research
  2. > Financial Services
  3. > Real Estate
  4. > Residential Real Estate Market Trends
Trusts & Estates in the US - Industry Market Research Report

Trusts & Estates in the US - Industry Market Research Report

  • June 2017
  • 33 pages
  • ID: 209180

Summary

Table of Contents

Search Inside

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

Abstract
Trusts & Estates in the US

Industry revenue, composed primarily of capital gains on trusted assets, exhibited volatile growth over the five years to 2017. Despite the volatility, positive trends in financial and real estate markets have driven growth over the five-year period. Industry revenue is composed of income generated by the trusts and estates themselves, which includes interest payments, dividends, rental payments, royalties and capital gains. In addition to the performance of the underlying assets, the actual number of trusts and estates plays a crucial role in revenue change. As a result, household wealth and the age of the population can affect industry performance.

Over the next five years, the aging population and growing number of wealthy households are anticipated to increase industry assets. Moreover, both the S&P 500 and MSCI World Index are expected to exhibit growth, although this will be subject to volatility. Additionally, the house price index is forecast to grow. Despite this, potential tax changes could inhibit growth if they act as disincentives to establishing trusts. As a result of these trends, industry revenue is forecast to grow.

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. 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.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.
Ahmad helps you find the right report:
Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at researchadvisor@reportlinker.com to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - researchadvisor@reportlinker.com or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers
Global Overview of Consumer Expenditure to 2030

Global Overview of Consumer Expenditure to 2030

  • $ 1302
  • Industry report
  • January 2018
  • by Euromonitor International

Global consumer spending growth will remain static through to 2030, as growth in emerging markets is not expected to rebound to pre-2011 levels while households in developed markets will rein in thei ...

Global Overview of Homes

Global Overview of Homes

  • $ 1302
  • Industry report
  • January 2018
  • by Euromonitor International

Technology, urbanisation and economics are reshaping the behavioral patterns of inhabitants and creating new channels of access to consumers. A new, rising middle class in emerging economies is embracing ...

The Impact of Demographics on European Retailing: 2000-2030

The Impact of Demographics on European Retailing: 2000-2030

  • $ 1302
  • Industry report
  • January 2018
  • by Euromonitor International

Demographic and macroeconomic changes may be slow, but they are as big as they are inevitable. Smart retailers in Europe will need to have a firm grasp on how the regions in which they are present are ...


ref:plp2017

Reportlinker.com © Copyright 2018. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.

Make sure you don’t miss any news and follow us on