Help clients build wealth - and transition it.

After helping clients build and manage their wealth, they will need your help protecting their legacy and transitioning their wealth.

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"In third straight year of gains, Americans donated an estimated $316.23 billion to charitable causes in 2012."
Giving USA Foundation™

June 2013

Access our suite of specialized solutions, including financial planning, insurance planning, and trust and charitable giving services, to help you support your clients' efforts to preserve their wealth for generations to come - and support the charities and causes that are important to them.

We offer access to leading third-party providers who can help you customize the estate planning solutions you design for your clients.

Charitable Giving Solutions

Clients expect to talk about philanthropy with their advisors. They look to you for tax-efficient solutions to help them pursue their goals.

Our access to charitable giving solutions includes:

  • Charitable Remainder Trusts
  • Donor Advised Funds
  • Personal Trust Solutions
  • Private Foundations

We also offer access to these additional solutions to help you manage and transition your clients' wealth:

  • Roth IRAs
  • Uniform Gifts to Minors Act (UGMA)/Uniform Transfers to Minors Act (UTMA)
  • Access to third-party insurance products and strategies