Advisor Flipbooks

Your clients have spent decades building their wealth. You've spent years building a business. Now, you both have the same concerns about continuity, continued success and planning intelligently for the future. Offering personal trust services provides one solution that can address both your clients' needs and yours. As wealth transitions from one generation to the next, protecting your clients' interests grows more complex and requires greater expertise. But as your clients prepare for this process, conversations with outside sources—estate planners and tax specialists—may also encourage them to consolidate their assets elsewhere. Like your clients, you are faced with both risk and opportunity. Working with SEI, you can make the most of this opportunity while providing some of the best options for your clients. Offering trust services can retain and deepen relationships with your clients while addressing many of their issues: › Minimizing the tax impact of wealth transfers › Maintaining privacy—probate is avoided › Allowing the intent of the trust originator to continue for generations Unlike many other investment management processes, additional specialized expertise and resources are often necessary t0 create and maintain personal trusts. That's why we designed our Personal Trust Services specifically to provide flexibility in design, service and structure while freeing you to focus your energy where it's most effective—servicing clients and finding new opportunities. The role of personal trusts A personal trust truly is an opportunity for your clients to determine the future direction of their assets—directing how wealth is distributed over generations, shaping investment and tax strategies to help maximize value, and keeping personal information private. Not only do trusts help provide security in the future, but the control they provide starts immediately. Although your clients may think of a trust as an end-of-life estate planning activity, it's possible to establish one at any time. As a result, sudden changes to wealth, health or family relationships that might normally have a drastic financial impact may be less disruptive with the appropriate trust structure in place. And you provide significant value to your clients by educating them on how personal trusts can be an effective strategy today for the continuation of their values, goals and potential, regardless of their current stage in life. Initiating a conversation now means you can more precisely shape and deliver on your clients' intentions—while improving long-term customer retention for your firm. Advisor Insight How personal trust services can help build your clients' legacies. FOR FINANCIAL INTERMEDIARY USE ONLY. NOT FOR PUBLIC DISTRIBUTION

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