Latest Blog: Mismatch - 03/20/2023
PRIVATE WEALTH: WEALTH PRIVATE TRUST
WHY ANGELES FOR
PRIVATE WEALTHWHY ANGELES FOR PRIVATE WEALTHWHAT SETS US APART OUR WORK WITH CLIENTSHOW WE DEVELOP PARTNERSHIPS SERVICES & SOLUTIONSOUR SOPHISTICATED WEALTH MANAGEMENT PLATFORM WEALTH PRIVATE TRUSTINTEGRATED TRUST SOLUTIONS PHILANTHROPYPHILANTHROPIC FAMILIES MANAGING THE ASSETSHOW WE APPROACH ASSET MANAGEMENT
INTEGRATED TRUST SOLUTIONS
Providing trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
BUILDING A STRONG FOUNDATION
Angeles Wealth Private Trust 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 Wealth Private Trust works with estate planning professionals to provide corporate trust services as needed to our common clients. By working together, Angeles Wealth Private Trust 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.
- Works with the client to recommend and establish the appropriate trust.
- Appoints Angeles Wealth Management as the investment advisor and Angeles Wealth Private Trust as corporate trustee, co-trustee or agent for trustee.
- Oversees the client/investment advisor/trustee relationship.
- Manages the investments in accordance with the trust document, while incorporating tax and estate planning strategies.
- Ensures safekeeping of all trust assets.
- Provides principal and income trust accounting, if required.
- Performs trust administration duties as outlined in the trust document, such as distributions, statement production, tax reporting and bill paying.
AGENT FOR TRUSTEE
Individuals often appoint themselves, a family member, attorney or family friend as trustee of their trusts. Even in this situation, there are benefits to having Angeles Wealth Private Trust act as the Agent for Trustee. For many individual trustees, the administrative aspect of ensuring compliance with a trust document is time-consuming, challenging and carries additional fiduciary liability. By appointing Angeles Wealth Private Trust 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 WEALTH PRIVATE TRUST DELIVERS A COMPREHENSIVE, MANAGED TRUST SERVICES SOLUTION.
Retain Angeles Wealth Management as the investment advisor while gaining access to the talented, experienced trust professionals from Angeles Wealth Private Trust.
Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
Benefit from trust services provided in a cost efficient manner with a competitive fee structure.
LOCAL SUPPORT, NATIONAL COVERAGE
Combining face-to-face meetings with Angeles Wealth Private Trust representatives and the scope of a federally chartered trust company provides peace of mind to clients. With national coverage, clients are able to relocate to another state without concerns about a move affecting their trust administration.
Revocable trusts Charitable trusts Irrevocable life insurance trusts Special needs trusts Irrevocable trusts Institutional trusts Agent for trustees
Securities safekeeping Income collection from securities Settlement of securities trades as directed Payment of funds when directed Timely statement delivery Custody for alternative investments
IRAs: Custodian or trustee Defined benefit plans 401(k): daily valuation platform Defined contribution plans Roth 401(k) feature within a 401(k) plan
Angeles Wealth Private Trust 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), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, 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.
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NEW YORK, NY 10152
400 N. MICHIGAN AVE,
CHICAGO, IL 60611
5151 SAN FELIPE ST,
HOUSTON, TX 77056
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