Trustee Services

Through Pershing’s open architecture platform, The Trust Network, our investment professionals have access to a wide array of trust services for clients, with a choice of trustees.

The third party trustees, which include Wilmington Trust Company, Santa Fe Trust Company, The Advisory Trust Company of Delaware, and Reliance Trust Company, assist in the administration of personal, charitable and family trusts for new and existing trusts, while still allowing the investment professional to manage the account assets.

These trustee services provided through Pershing LLC, specialize in finding solutions to unique and complex financial situations in order to protect, transfer and grow wealth.

Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
Member New York Stock Exchange, FINRA, SIPC

Need help with understanding or managing your asset allocation plan, investment plan, retirement plan, or portfolio?

Drop us a line today for a free consultation!