TRUSTEE SERVICES
Through Pershing’s open architecture platform, The Trust Network, investment professionals have access to a wide array of trust services for clients, with a choice of trustees.
The third party trustees, which include Wilmington Trust Company, Santa Fe Trust Company, The Advisory Trust Company of Deleware, and Reliance Trust Company, assist in the administration of personal, charitable and family trusts for new and existing trusts, while still allowing the investment professional to manage the account assets.
Services offered include:
- Ongoing accounting
- Bill payment
- Inventory maintenance and record keeping
- Tax preparation and filing
- Safeguarding trust property
- Legal, tax and accounting advice
These trustees specialize in finding solutions to unique and complex financial situations in order to protect, transfer and grow wealth.
Trust Network Comparison Chart
The Advisory Trust Company of Deleware Overview
Wilmington Trust Overview
Santa Fe Trust Company Overview
Reliance Trust Company Overview
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