Advisor Flipbooks

How Personal Trust Services Can Help Build Your Clients' Legacies

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© 2 0 2 2 S E I 2 2 0 0 3 9 . 0 9 A D V ( 0 1 / 2 2 ) Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal. This information is for educational purposes only and should not be relied up on by the reader as research or investment advice. Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Personal Trust Services are provided by SEI Private Trust Company (SPTC), a limited purpose thrift. SPTC is a wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal. Information provided for educational purposes only, not meant to be tax/investment advice. FOR FINANCIAL INTERMEDIARY USE ONLY. NOT FOR PUBLIC DISTRIBUTION To learn more about SEI Advisor services, simply visit seic.com/advisors or contact your SEI representative at 800-734-1003. 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 seic.com/advisors

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