Advisor Flipbooks

Opportunity for you As smaller bank and trust institutions disappear into large multinationals, clients are losing the personal service they've known and are seeking out new relationships that will be centered on them. You are in an ideal position to capture new business by combining your investment insight and counseling skills with our investment solutions and client service. Taking an advisory role in a trust creates excellent opportunities for your book of business. A continued role over decades leads to new relationships with trust beneficiaries, referral opportunities from other professionals—estate planners, attorneys and tax specialists—and a revenue stream that may extend generations. Personal Trust Services aims to provide benefits like these to both you and your clients. For your practice › Provides revenue throughout the term of the trust › Creates long-term relationships with high-net-worth clients › Can retain assets under management for generations › Realizes new client relationships through the distribution of assets to beneficiaries › Builds relationships/referrals with other professional advisors › Can capture additional assets/accounts under management by having clients transfer trusts from bank/competitor trust departments › Creates cross-selling opportunities For your clients › Generates potential savings on estate and capital gains taxes › Maintains control of the transfer of wealth to family and charities › Helps ensure wealth preservation and management if your client becomes incapacitated › Can enable your clients to provide for their families in the future, possibly over generations › Provides confidentiality for wealth transfer › Avoids probate › Provides asset protection if governed by selected state law › Provides uninterrupted investment management › Facilitates fulfillment of charitable interests Available trusts include, but are not limited to: › Revocable and Irrevocable Trusts › Testamentary Trusts › Charitable Remainder Trusts › Charitable Lead Trusts › Generation Skipping Trusts › Grantor Retained Annuity Trust (GRAT) › Dynasty Trust › Qualified Domestic Trust (QDOT) FOR FINANCIAL INTERMEDIARY USE ONLY. NOT FOR PUBLIC DISTRIBUTION

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