Advisors in Transition – 3 Easy Tips

Advisors in transition have reached a pain point needing a solution. They want a natural and easy solution to solve that pain point. Examples of those pain points: large wirehouses taking 50% or more of the revenue, stale RIA firms with no succession plan and/or a need for intellectual freedom in this new world. Any advisor in transition starts the search with the internet. The success of any advisor in transition depends on 3 easy tips. (more…)

Advisor friendly trust company top choice – Wealth Advisors Trust

The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Trust as one of their top choices for an advisor friendly trust company in 2019.

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Directed Trusts Made Simple

Most financial advisors, and clients are well aware of what directed trusts can do for them (e.g. provide flexibility on management of trust assets).  There is allot of ‘noise’ about directed trusts and explaining the hows, whys, why nots etc. is important for all to be educated about.

The critical thing to keep in mind is that the trust industry is undergoing a quiet revolution that has wrested control of trust accounts away from traditional trustees—primarily in the banks and other large institutions—and back into the hands of independent trust companies, advisors and most importantly clients.

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Agency trustee services – client focused

Creating a trust requires people to surrender control of that wealth to someone else. For those who worked hard for the money or simply withstood the temptation to spend every dollar, handing the assets over to the trustee represents a tremendous leap of faith.  Agency trustee services solves that problem.

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Advisor friendly trust company top pick – Wealth Advisors Trust

 The Wealth Advisor, the voice of the financial advisor community, has announced  Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018.

As the financial world lurches up and down, progress continues in the trust industry.  With vision and an advisor focus, independent trust companies continue to unseat the traditional trust company. 

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South Dakota, the new Switzerland: A Privacy & Tax Haven

The best packages come in unassuming wrapping paper.  South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features.  Quick and to the point article of how the trust statutes of South Dakota.

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Nomination – 3 for 3 Years – Best Trust Company in America

The Private Asset Management Awards, PAM Awards, recognize and reward those firms working in the financial industry who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Wealth Advisors Trust Company is the only trust company to be named a finalist for Best Trust Company in America for the past three years. In 2013, Wealth Advisors Trust Company was awarded a Highly Commended which amounts to a 2nd place. PAM 2014 Award Winner

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