Comprehensive Trust & Estate Solutions
Today’s clients are looking for a financial advisor who can not only help them plan and grow their wealth, but also deliver trust and estate solutions. As part of our business model to provide our advisors with the best possible resources to serve the affluent market, we have partnered with Premier Trust of Nevada (a wholly owned subsidiary of Ladenburg Thalman Financial Services LTS – AMEX). As an integral part of our wealth management menu, Premier Trust offers our advisors comprehensive estate planning solutions such as:
- Asset protection trusts
- Dynasty and insurance trusts
- Corporate trust services
- Charitable giving and legal assistance
In addition to offering the traditional trust services, Premier provides our advisors a unique and distinct advantage – the ability to manage client accounts within a National Financial brokerage account. This partnership provides a vehicle for our advisors to control assets and wealth for multiple generations without having the additional liability of being a trustee.
To learn more about the services offered through Premier Trust, click here .