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John Jennings Publishes First Book: The Uncertainty Solution

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The ocean wave imagery is meant to evoke the depth and complexity of issues our clients face.

Top Five

Get started with our top 5 posts in the areas of investment management, family office, and trustee services.

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Sound Smart Series

Beyond the AI Giants: Making Sense of the Top-Heavy Market

A “sputnik moment”* occurred weeks ago when an obscure Chinese AI startup called Deepseek released an open-source AI model that reportedly matched or exceeded the capabilities of U.S. competitors, like...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Forbes
Investment Management

How To Manage Private Equity Capital Calls

Years ago, my colleagues and I were asked to evaluate the investment portfolio of a prospective client family. The portfolio was invested in a mix of traditional assets like muni...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Investment Management

Five Steps to Align Your Portfolio with Your Values

When considering how to live a more authentic, meaningful life, most people think of things like spending more time with family, doing volunteer work, or giving money to charity. But...
Anna Sears, CFA®
Anna Sears, CFA®Principal
Forbes
Family Office

What Planning Should You Do Prior To Selling Your Company?

Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Family Office

Considerations for Shared Ownership of Family Property

Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office

IFOD - Interesting Fact of the Day

John Jennings, President of St. Louis Trust & Family Office, shares thoughtful, interesting and insightful nuggets of information in this daily blog.

January 27, 2025
89% of Job Failures Have Nothing to Do With Skills—Here’s What Really Matters

Sound Smart Series

A Friday fast take on topical subjects from the market and economy.

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Essential Reading

We love reading. Our company Book Club gathers quarterly to discuss select books, podcasts, and more. Here's a list of what we've enjoyed.

St. Louis Trust & Family Office Bookshelf

From the Archive

Browse a selection of our posts from past years sorted by category, or enter specific search terms.

Author Archives: Kris Anderson, CFA®