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Trusts & Estates in the US - Industry Market Research Report


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Trusts & Estates in the US

Since 2010, rising stock market values have helped bolster revenue for the Trusts and Estates industry, while higher household wealth and the aging of the US population has led to the creation of more trusts and estates. Moving forward, the industry is expected to benefit from legislation raising the federal estate tax exemption of assets at-death and lowering of the maximum tax rate. Over the next five years, the aging population and growing number of wealthy households are anticipated to increase industry assets.

This industry includes personal trusts, estates and agency accounts that are managed on behalf of beneficiaries under terms of a trust agreement, will or agency agreement. Industry revenue is defined as the income generated by the assets in the entity. This may be in the form of interest, dividends and other investment income. This income may be held by the entity or distributed to beneficiaries. Fees for estate planning or drafting wills are not included in this industry’s revenue.

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.


  • About this Industry
  • Industry at a Glance
    • Table Key Statistics Snapshot
    • Table Revenue vs. employment growth
    • Table Products and services segmentation (2016)
    • Table Industry Structure
  • Industry Performance
    • Table S&P 500
    • Table Industry revenue
    • Table Life Cycle Stage
  • Products & Markets
    • Table KEY BUYING INDUSTRIES
    • Table KEY SELLING INDUSTRIES
    • Table Products and services segmentation (2016)
    • Table Major market segmentation (2016)
    • Table Business Locations 2016
    • Table Distribution of assets under management by investment advisors vs. population
  • Competitive Landscape
    • Table Sector vs. Industry Costs
    • Table Barriers to Entry checklist
  • Major Companies
  • Operating Conditions
    • Table Capital intensity 0.5
    • Table Tools of the Trade: Growth Strategies for Success
    • Table Volatility vs Growth
  • Key Statistics
    • Table Industry Data
    • Table Annual Change
    • Table Key Ratios
  • Jargon & Glossary

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