When your high-net-worth clients need a corporate trustee, appoint Cetera Trust Company as a directed trustee. You continue to manage the assets, while we take care of administrative duties.
Fulfill your clients’ charitable giving objectives while considering possible tax advantages through a customized trust for designated assets.
Provide immediate money for loved ones after you die in a way that won’t affect estate taxes.
We can serve as your corporate trustee to create and administer a personal trust tailored to client goals, even if you’re unsure where to begin.
Place hard-to-convert specialty assets such as private business interests, real estate, art, or natural resources inside a professionally managed trust.
Ease your client’s burden of fulfilling a loved one’s final wishes for their assets with oversight from us as their estate representative.
Streamline review and payment of estate expenses by having bills sent to us for prompt, worry-free payment.