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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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Trusted Expertise


With deep expertise in trust structures and services, you can rely on our dedicated professionals for trust planning, consultation, implementation, administration and more. We also manage communication with family members, beneficiaries and advisors, remaining impartial as we help you achieve objectives.

Delaware Trust Services
With a wealth of experience, a focused team and a historic presence in Delaware, we help clients benefit from Delaware's personal trust law.
Domestic Trust Services
Gain access to robust fiduciary solutions for domestic and multijurisdictional families with our onshore and offshore trust capabilities.
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