Insights

Perspectives

GenTrust Investment Perspectives provide clients, prospects, and colleagues with our views on markets and our insights into current topics. Recent samples are provided below. For previous issues or to receive issues directly, please contact us at info@gentrustwm.com.

Quarterly Perspective
Q2 2026
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Annual Outlook
2026 Outlook
Quarterly Perspective
Q4 2025
Quarterly Perspective
Mid-Year Outlook 2025

GenTrust GEMS and Thought Leadership

At GenTrust, we launched GEMS (“GenTrust Educational Market Series”) as part of our commitment to thought leadership in the multi-family office space. Through concise, practical insights, we seek to provide our clients, colleagues, and partners with ongoing education or refreshers on topics we believe reflect how we advise and serve families.

06.08.26
Family Office Investing Trends
06.02.26
GEMS: The "Safest" Portfolio
10.27.25
GEMS: RMD Rules for Inherited IRAs
07.18.25
GEMS: Tax Planning with Qualified Small Business Stock (QSBS)
07.14.25
GEMS: Estate Taxes and the Lifetime Exemption
07.07.25
Summary of the Impacts of the One Big Beautiful Bill Act
01.28.25
GEMS: Spousal Lifetime Access Trust (SLATs)
04.21.24
GEMS: Which ETF?
01.17.24
GEMS: The GenTrust Investment Process
11.17.23
GEMS: GenTrust Overview

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