Cindy Rapponotti, CFA®, CAIA®, Senior Vice President, Senior Portfolio Manager

Cindy is a senior portfolio manager and chair of the Alternative Investments Strategy Committee for Commerce Trust. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, she works with our investment research team to construct a portfolio to help clients achieve their long-term goals.

Tax-Efficient Estate Planning Strategies

For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

Estate-Planning-Phase-2-NEW