After helping clients build and manage their wealth, they will need your help protecting their legacy and transitioning their wealth.
"Donations from America's individuals, estates, foundations and corporations reached an estimated $373.25 billion in 2015, setting a record for the second year in a row."
Annual Report on Philanthropy for the Year 2015
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.
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:
Guide your clients in the preservation and transfer of wealth across generations. Benefit from the resources and expertise of TD Ameritrade Institutional, and a Dedicated Trust Consultant available exclusively to advisors working with Advisors Private Wealth Trust.
Access to personal trust solutions includes:
We also offer access to these additional solutions to help you manage and transition your clients' wealth: