INTEGRATED TRUST SOLUTIONS

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.

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
 SERVICES

Revocable trusts Charitable trusts 不可撤销人寿保险信托 Special needs trusts Irrevocable trusts Institutional trusts Agent for trustees

CUSTODIAL
 SERVICES

Securities 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
 SERVICES

IRAs: 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