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Trusts require expertise in areas beyond the scope of services of many advisors. Our teams of specialists can address any questions you or your clients have throughout the process. From the initial conversation through the final administration, you have our full resources at your disposal, allowing you to: › Establish new trusts through estate, financial or charitable planning › Transfer existing trusts from banks or brokerage firms › Accept future appointments under wills or other trusts SEI Private Trust Company (SPTC) works within three distinct solutions that encompass the full range of options your clients need. Trustee Advisor SEI SPTC as the agent for a trustee (your client) Your clients direct the investments through you. Your client relationship, assets under management and your compensation are unchanged. SPTC as directed trustee SPTC serves as administrative trustee and takes investment direction from an investment advisor. The investment advisor can be an individual or a firm. The trust document specifies both parties' responsibilities. SPTC has a seamless role in the transaction and does not interfere with your relationship with your client, your investment advisory services or your firm's compensation. SPTC as discretionary trustee: SPTC is appointed as discretionary Trustee, retains investment discretion and hires your independent investment advisor according to the investment management agreement. All three solutions use our decades of experience in managing and administering assets. Using the same technology that powers many of the largest financial institutions in the U.S., a seamless integration with your organization and client relationships. Planning and protecting a legacy Your clients look to you for expertise. Preparing for the future should provide your clients with the same confidence they've come to expect from you. A personal trust can be the foundation for that future. How to proceed › If you have a client with an existing trust with the assets held at another custodian and/or trustee, contact your internal SEI representative and provide a copy of the trust document and statement of assets. A member of the Personal Trust team will contact you. › If you are establishing a new trust, discuss the opportunity with your SEI representative, and a member of the Personal Trust team will contact you. › SEI has a wealth of resources like Personal Trust Services to help you grow your business. Let us help you succeed today and in the future. Solutions designed to grow your business Trustee Advisor SEI Trustee Advisor SEI FOR FINANCIAL INTERMEDIARY USE ONLY. NOT FOR PUBLIC DISTRIBUTION

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