Truepoint Viewpoint

David J. Bross and Alexandra H. Ollinger September 23, 2021

How to Plan an Effective Family Meeting

Keeping alive financial legacies for future generations is top-of-mind for wealthy families. Research shows that—despite having good wealth transfer plans—70% of a family’s wealth is depleted by the second generation and 90% by the third. The main reason for this loss of wealth? A breakdown in trust and communication. Strong, consistent communication is critical for […]

David J. Bross September 13, 2021

A Guide to Key Estate Planning Terms

For many, estate planning is a delicate topic. Understandably, few people care to think extensively about their own death or the passing of relatives and loved ones. Unfamiliar and sometimes sophisticated terms, processes and laws can further complicate this already delicate—and often murky—process. However, having a holistic, comprehensive plan is key to establishing a legacy […]

Michael J. Chasnoff and Thomas Bentley September 13, 2021

Truepoint Private Trust & Fiduciary Services: A New Approach to Trust Administration

For more than three decades, Truepoint has provided each and every one of our clients with a customized suite of comprehensive, fully integrated services. Throughout this time, we’ve always been driven by the same determination to exceed our clients’ expectations—to help grow their financial resources but, more importantly, to increase their peace of mind. At […]

Katrina Hartsel August 16, 2021

Truepoint Named a Best Places to Work 2021 Finalist

The Truepoint team is proud and excited to share that our office has been named a Best Places to Work Finalist by the Cincinnati Business Courier! The Best Places to Work Finalist recognition is given to companies and organizations across the Cincinnati region that set the standard for employee happiness and engagement. The Truepoint core values statement begins with the simple […]

Kate Brownstein and Lauren M. Niestradt August 16, 2021

Weighing Your Choices: The P&G LTIP and STAR Award Election [Updated for 2021]

Our P&G team offers analysis on the LTIP and STAR Awards.

Katrina Hartsel and Lynda A. Michael July 9, 2021

Relentless Effort: Not Just Words on a Wall

“We are a team of good people who put forth relentless effort to serve others.” This is our company’s core value statement. If you walk into the employee side of our office space, you will see it prominently displayed on our walls. We recite it with ease and wear it with pride. But like many […]