SEI and SEI Private Trust Company are on your side.
Managing uncertainty, providing financial security and mapping a future for your family can be a daunting
challenge. You need the right tools and the right team to provide the expertise and flexibility necessary to execute
your wishes over the long term.
Working with your financial advisor and SPTC to implement a personal trust gives you a clear picture of how your
legacy can persist to reward future generations. Plus, we have significant relationships with some of the largest
U.S. banks who utilize our proprietary trust technology. The same technology will be used to administer your
personal trust assets.
How SEI can help grow your personal trust assets.
Historically, we've helped change the way people look at investing, thanks to our pioneering role in applying
modern portfolio theory through robust asset allocation models—a process that now is an investment
cornerstone. This expertise and our manager-of-managers investment philosophy will be the tools we use to help
grow your personal trust assets.
Managing the assets of a trust requires a rigorous understanding of tax implications. The relationships inherent in
some trust structures, crossing generations and family relationships, can expose assets to tax liabilities that can
decimate gains. We have one of the most sophisticated, tax-sensitive investment programs available.
Transfer your wealth with confidence.
You worked hard to grow and protect your wealth. Though many trust
varieties exist, their common thread is an ability to transfer your assets as
efficiently as possible, to meet your wishes and help provide for yourself
and those you love.
To learn more, talk with your financial advisor today.
6
