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On the other hand, electing a corporate trustee distributes responsibilities in the most rational fashion— integrating asset management and trust administration in a single entity provides seamless service and establishes continuity while avoiding potential family conflicts or disagreements. SPTC offers you several structural options for managing your trust's assets. You can transition assets from an existing trust or establish a new trust. Working with you and your financial advisor, we will help identify and execute the optimal structure for your needs. Ensure continuity and commitment with a team focused on your needs. Your financial advisor, as well as your legal and tax advisors, have access to complete Personal Trust Services with SPTC, includes senior trust officers. They understand that responsiveness and application of expertise to the financial, legal and regulatory aspects of personal trusts are critical to the success of a wealth preservation plan. Here's how your team will work together. Your financial advisor • Assists with establishing goals and objectives • Develops the asset allocation framework • Helps select the appropriate investment strategy • Serves as your primary contact for service and advice • Continually monitors your investment plan against your stated goals Your legal and tax advisors • Work with your financial advisor to develop and recommend the most appropriate planning vehicles to: • Accumulate wealth • Preserve wealth • Distribute wealth • Prepare the legal documents to accomplish your goals SEI Private Trust Company • As agent—handles all of the administrative, recordkeeping, reporting and tax preparation for the trustee. • As discretionary trustee—SPTC appoints an investment advisor to provide the account with servicesas outlined in the Investment Adviser Agreement. SPTC and co-trustee if applicable, retainsinvestment discretion and responsibility for all aspects of trust administration, including fiduciarydecisions about discretionary distributions, compliance with applicable regulations and state law governing the trust. • As directed trustee—manages all administrative, record keeping and tax reporting. SPTC makesdiscretionary decisions, but takes investment direction from an investment advisor. You as trustee Advisor SPTC You (as grantor/beneficiary) + Advisor SPTC trustee SPTC trustee + Advisor You An agent for a trustee SPTC can act as agent for a trustee by handling all of the administrative and recordkeeping requirements for the trustee. Tax services are routinely provided. Working with your financial advisor, you as trustee (or whomever you designate as trustee) make all the investment decisions. A directed trustee SPTC is appointed trustee while a third party retains investment responsibility. You have a range of options for arranging investment advice— another individual or committee, or an independent advisor. SPTC acts as administrative trustee and takes investment direction from whomever you appoint as investment advisor. A discretionary trustee SPTC is appointed as discretionary trustee with investment, administrative and record-keeping responsibilities. SPTC hires an investment advisor and investment manager to perform certain advisory and management services for your trust. 4

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