Latest Blog: Fireside Reading - 03/01/2024
-
INTEGRATED TRUST SOLUTIONS
为客户提供信托解决方案, 家庭或企业需要专业受托人的服务.
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, 同时帮助客户保护他们的财富和财产的未来.-
ESTATE PLANNING
PROFESSIONAL- 与客户合作,推荐并建立适当的信任.
- Appoints Angeles Wealth Management as the investment advisor and Angeles Wealth Private Trust as corporate trustee, co-trustee or agent for trustee.
-
ANGELES WEALTH
MANAGEMENT- 监督客户/投资顾问/受托人的关系.
- 根据信托文件管理投资, 同时结合税务和遗产规划策略.
-
ANGELES WEALTH
PRIVATE TRUST- 确保所有信托资产的安全保管.
- 如有需要,提供本金和收益信托会计.
- 履行信托文件中概述的信托管理职责, such as distributions, statement production, tax reporting and bill paying.
-
AGENT FOR TRUSTEE
个人经常任命自己, a family member, 律师或家人朋友作为其信托的受托人. 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, 具有挑战性并承担额外的信托责任. 指定安吉利斯财富私人信托作为代理, 受托人仍将保留受托责任, 而信托公司则提供资产托管, 信任式声明和信任官员支持.
-
ANGELES WEALTH PRIVATE TRUST DELIVERS A COMPREHENSIVE, MANAGED TRUST SERVICES SOLUTION.
-
EXPERTISE
Retain Angeles Wealth Management as the investment advisor while gaining access to the talented, 来自angeleswealth Private trust经验丰富的信托专业人士.
-
FLEXIBILITY
Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
-
COST EFFECTIVE
Benefit from trust services provided in a cost efficient manner with a competitive fee structure.
-
当地支持,全国覆盖
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.
-
TRUST
SERVICESRevocable trusts Charitable trusts 不可撤销人寿保险信托 Special needs trusts Irrevocable trusts Institutional trusts Agent for trustees
-
CUSTODIAL
SERVICESSecurities safekeeping 证券收入的征收 按指示结算证券交易 Payment of funds when directed Timely statement delivery 另类投资的托管
-
RETIREMENT PLAN
SERVICESIRAs: Custodian or trustee Defined benefit plans 401(k):每日估值平台 Defined contribution plans 罗斯401(k)是401(k)计划的一部分
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. 财政部,并被授权在所有50个州开展业务. 它是联邦存款保险公司(FDIC)的成员之一。. 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. 作为由客户信托顾问创建的独立信托公司, 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. 如果你愿意加入我们的投资组合, 请使用我们的经理咨询表与我们yabo亚博网站登录.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
获取最新的投资信息,把握市场趋势.
SUBSCRIBE -
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
HOUSTON
5151 SAN FELIPE ST,
SUITE 1480
HOUSTON, TX 77056
713.832.3670
GET DIRECTIONS