最新季度评论: 2024年第一季度- Luminiferous - 04/09/2024 • 最新博客: 海滩阅读- 05/08/2024
最新评论: 2024年第一季度- Luminiferou... - 04/09/2024 •
最新的 博客: 海滩阅读- 05/08/2024

  • 集成信任解决方案

    yabo亚博网站登录首页的翅膀

    Providing trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.

    财富私人信托 财富私人信托

    建立坚实的基础

    Angeles 财富私人信托 is a Trust Representative Office of National Advisors Trust Company, one of the largest federally chartered trust companies created by registered investment advisors for the benefit of their clients.

    Angeles 财富私人信托 works with estate planning professionals to provide corporate trust services as needed to our common clients. 通过共同努力, Angeles 财富私人信托 and estate planning professionals are able to build a strong foundation for clients by providing a comprehensive trustee and investment management solution, while helping clients protect their wealth and the future of their estates.

    建立稳固的基础 建立稳固的基础

    • 遗产规划
      专业

      • Works with the client to recommend and establish the appropriate trust.
      • Appoints Angeles Wealth Management as the investment advisor and Angeles 财富私人信托 as corporate trustee, 共同受托人或受托人代理人.

    • yabo亚博网站登录首页的财富
      管理

      • Oversees the client/investment advisor/trustee relationship.
      • Manages the investments in accordance with the trust document, while incorporating tax and estate planning strategies.

    • yabo亚博网站登录首页的财富
      私人信任

      • Ensures safekeeping of all trust assets.
      • Provides principal and income trust accounting, if required.
      • Performs trust administration duties as outlined in the trust document, 比如发行版, 声明生产, 税务报告和账单支付.
    • 受托人代理人

      受托人代理人

      Individuals often appoint themselves, 家庭成员, attorney or family friend as trustee of their trusts. 即使在这种情况下, there are benefits to having Angeles 财富私人信托 act as the 受托人代理人. 对于许多受托人而言, the administrative aspect of ensuring compliance with a trust document is time-consuming, challenging and carries additional fiduciary liability. By appointing Angeles 财富私人信托 to act as Agent, the Trustee will still retain fiduciary responsibility, while the trust company provides asset custody, trust-style statements and trust officer support.

    • ANGELES 财富私人信托 DELIVERS A COMPREHENSIVE, MANAGED 信任 服务 SOLUTION.

    • 专业知识

      专业知识

      Retain Angeles Wealth Management as the investment advisor while gaining access to the talented, experienced trust professionals from Angeles 财富私人信托.

    • 灵活性

      灵活性

      Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.

    • 成本效益

      成本效益

      Benefit from trust services provided in a cost efficient manner with a competitive fee structure.

    • 覆盖全国

      LOCAL SUPPORT, NATIONAL COVERAGE

      Combining face-to-face meetings with Angeles 财富私人信托 representatives and the scope of a federally chartered trust company provides peace of mind to clients. 覆盖全国, clients are able to relocate to another state without concerns about a move affecting their trust administration.

    • 信任
       服务

      可撤销的信任 慈善信托基金 Irrevocable life insurance trusts 特殊需要信托基金 不可撤销信托 机构信托基金 受托人代理人

    • 保管的
       服务

      证券保管 Income collection from securities Settlement of securities trades as directed 按指示支付资金 及时交付报表 Custody for alternative investments

    • 退休计划
       服务

      ira:托管人或受托人 固定收益计划 401(k): daily valuation platform 固定缴款计划 Roth 401(k) feature within a 401(k) plan

    Angeles 财富私人信托 is a Trust Representative Office of National Advisors Trust Company. National Advisors Trust Company is federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), 美国联邦调查局.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). 由法律规定, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company. As an independent trust company created by the client’s trust advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets.

  • We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.

  • 经理询问
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  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & yabo亚博网站登录首页财富管理有限责任公司
  • 条款 | 隐私
  • 版权所有©2024
    ANGELES INVESTMENT ADVISORS, LLC
    yabo亚博网站登录首页财富管理有限责任公司