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Comprehensive Trust and Estate Planning Solutions

 

Whether you have an estate plan or not, no wealth management program is complete without a comprehensive approach.  At EXCLUSIVEADVISORS® We provide our clients first-class trust design and unbundled trust administration through Premier Trust.  Premier Trust is a Nevada chartered trust company that provides independent administrative trustee services to our clients who want to benefit from the Nevada Advantage; Nevada's favorable trust, corporate, asset protection and tax laws.  From high-end estate planning, basic trust services or investment of non-traditional assets within an IRA, Premier Trust offers our clients cost-effective, creative and unbundled administrative solutions.

Premier Trust is a subsidiary of Ladenburg Thalmann and a strategic partner with EXCLUSIVEADVISORS® 

 

 Comprehensive wealth management and trust services, including:

 

  • Unbundled trust administration 
  • Replacement trustee of existing trusts
  • Back-up trustee and co-trustee for revocable and irrevocable trusts
  • Custody real estate, rental property, promissory notes, LLCs, Private Stock and Limited Partnerships in IRAs1
  • Custody and investment services for IRAs and Trusts
  • Asset Protection Trusts
  • Charitable giving and legal services
  • Corporate Trust Services
  • Dynasty and Insurance Trusts
  • Multi-million FDIC insurance for interest earning deposit account

1Can hold in custodial Traditional IRA, Roth IRA and SEP-IRA accounts as long as the investment is not used for the personal gain of the IRA holder (No direct or indirect benefit) and can be valued at the end of each year.

    Working in combination with our client's legal advisors, Premier Trust's professionals can assist with every aspect of estate planning, including retirement, income and estate taxes, succession of the family business, transferring assets to future generations, and asset protection.

    Together, EXCLUSIVEADVISORS® and Premier Trust can help you can control family assets and maximize wealth for multiple generations.

    © 2014, Exclusive Advisors LLC All Rights Reserved

    We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.

    Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.

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