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.

"American individuals, estates, foundations and corporations contributed an estimated $390.05 billion to U.S. charities in 2016."
Giving USA Foundation™

Annual Report on Philanthropy for the Year 2016

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
  • Private Foundations

Personal Trust (Corporate Trustee) Solutions

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:

  • Corporate Trustee
  • Advisors Private Wealth Trust: TD Ameritrade's corporate trustee solution exclusively for advisors working with TD Ameritrade Institutional
  • Affinity Service Providers

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