Trusts > Investment management
Trust Investment Management
Portfolios designed to maintain the sustainability and longevity of your family’s trusts.
At Forrest Financial Partners, we understand the profound responsibility entrusted to you as the steward of a family trust. Ensuring its sustainability and longevity requires a deliberate and nuanced approach to investment management. Through our comprehensive services, we help families like yours navigate the complexities of the financial landscape, safeguarding your legacy for generations to come.
- Investment Strategy
- Portfolio Construction
- Sustainable Distributions
- Strategic Portfolio Overlays
- Transparent Communication
Diligent Portfolio Design & Volatility Management
Family trusts face unique challenges. Providing income distributions while also ensuring long-term growth necessitates a delicate balancing act. A poorly designed portfolio can quickly deplete assets, jeopardizing the very purpose of the trust. This is why our experienced team takes a data-driven and risk-conscious approach, crafting personalized investment strategies specifically designed for your trust’s needs.
Stay up to date with the latest insights.
3Q25 Letter: Broadening Markets Amid an AI-Driven Rally
Markets rallied in Q3 as AI investment drove strong returns and the Fed began easing rates. Forrest Financial Partners shares insights on growth, diversification, and opportunity ahead.
The Ultimate Guide to Equity Compensation (RSUs, ISOs, NSOs, ESPPs)
A clear guide to equity compensation covering RSUs, ISOs, NSOs & ESPPs – vesting, taxes, and planning tips to maximize value while avoiding mistakes.
One Big Beautiful Bill Act Tax Changes: Your 2025 Guide
On the 4th of July, President Trump signed into law what’s officially called the One Big Beautiful Bill Act. Since then, headlines have been flying,