Services for Financial Advisors
We’re committed to helping financial advisors enhance their value to clients and grow their businesses.
What Makes Us Distinctive
Expertise and flexibility
A Breadth of Services
We’re proud to partner with more than 100 financial advisors. Deepen your client relationships with trustee services, including access to advantageous trust laws, custody services, a donor-advised fund program, and tax and lending services.
Personal Service
Our advisor-clients have direct relationships with our knowledgeable professionals to enable exceptional responsiveness and flexibility. This has helped us earn a 98% average annual client retention rate over the past decade.
Flexible Approach
As a private firm with $23 billion in assets under supervision, we are small enough to be nimble, yet large enough to have substantial resources for our clients. We offer a flexible operating model capable of handling complex and traditional assets, and our services can be unbundled to meet client needs.
Expertise
Our trustee services are supported by our 12-member highly-experienced trust & estates legal team, and you also have access to philanthropic specialists, our tax team, and marketing support.