Brent Schowe

Brent is a director of fixed income research 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, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals. Brent comprehensively represents our research- and goals-based investment process, starting with the initial assessment and creation of an investment objective to ongoing evaluation and adjustments based on changing market and life circumstances. With a deep knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services. Prior to joining Commerce Bank in 1999, he spent five years as an analyst and assistant manager with the Federal Reserve Banks of Kansas City and St. Louis. He graduated with a bachelor of science in finance from Truman State University in 1994 and holds the Chartered Financial Analyst® designation. Brent is a member of the CFA Institute and the St. Louis Society of Financial Analysts. He is a member and elder at St. Paul's Lutheran Church in Des Peres, MO. He serves as a finance committee member at the Lutheran Foundation of St. Louis. Outside of work, Brent spends as much free time as possible with family. An avid baseball fan (and mediocre softball player), he spent many years coaching youth baseball. Brent and his wife, Julie, have two children.

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.

 

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