Trusts, Estates and Agency Accounts in the US

Trust in Growth

Trusts, estates and agency accounts are organized to pool securities and other assets on behalf of their beneficiaries. The revenue of these entities can be quite volatile and significantly impacted by economic and financial market conditions. Market conditions such as the recession in 2001 led to a substantial loss of revenue for this industry. With the world economy growing at its fastest rate in more than 30 years in 2006, and continued growth in 2007 the outlook for this industry is very positive.

This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement. 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.