America's Most Advisor-Friendly Trust Companies 2024 - 19

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
ALLIANCE
TRUST
Lou Robinson
President and CEO
Alliance Trust Company of Nevada
100 W Liberty St, Ste 100, Reno, NV 89501
www.alliancetrustcompany.com
Alliance Trust Company of Nevada works with attorneys, financial advisors,
CPAs, and insurance professionals from around the world to provide flexible trustee
services and the benefits of Nevada trust laws. Founded in 2005, Alliance Trust
Company of Nevada is an independent trust company-not a subsidiary or affiliate
of any brokerage house, insurance company, or bank. We engage with our clients
and their established teams of professionals without interference or influence.
Our business is becoming
more and more complex.
A constant evolution
of technology, new
asset types, changing
legislation, innovative
planning techniques, and
different ways that we are
communicating with clients
and colleagues in this postCovid
environment have
made it more difficult for
families to understand their
best path forward.
That's why Alliance Trust
is dedicated to finding and
retaining the right people
to help financial advisors
and clients navigate the
ever-changing environment
in both the U.S. and global
markets. The Best Place
for Working Parents Award
that Alliance Trust received
in 2023 demonstrates our
commitment to providing
a supportive and inclusive
culture that helps our
colleagues thrive and
delivers the best possible
solutions and services to our
clients.
We're proud of our team
and look forward to showing
you what makes us different
than any other trust company
you've ever seen or have
engaged.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
We Are Nevada.™
QUALITY
Alliance serves as a trustee for a variety of trust and asset types including
alternative investments, retirement accounts, real property, and other assets that
many national institutions are reluctant or unable to accommodate. We have
expertise in administering all types of trusts as well as managing trust settlements
and completing estate administration. Alliance is located in Nevada, the state
where more and more families are establishing trusts to meet their needs.
Nevada leads the nation in both domestic and global asset protection while
having the most favorable trust statutes. Many of our clients benefit from the
advantages of Nevada's laws and regulations concerning trust administration
and asset protection:
* Self-settled spendthrift trusts (also known as domestic asset protection or
Nevada asset protection trusts)
* Dynasty trusts that can last for 365 years, skipping many generations for
estate tax purposes
* No state or corporate income tax
* No exception creditors under Nevada law
The seasoned professionals at Alliance pride themselves as subject matter
experts, and we continue to recruit the best and brightest people from around the
country. We have been expanding our team and will continue to grow our client
base due to our many long-standing relationships around the world, our ability to
deliver on exclusive trustee services, and our culture focused on client service.
We encourage you to contact us to explore how we can help you capture your
share of the global high-net-worth marketplace by providing advanced trustee
services to your clients with Alliance Trust Company of Nevada.
STRATEGIC FEATURES
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH
CLIENTS
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
CREATION OF ASSET
PROTECTION TRUSTS
CROSS-BORDER ESTATE
PLANNING
47 ED I T A B L E L I N E I C O N S S E T
CONTRACT
DIGITAL ASSET ESTATE
PLANNING
GROWTH
BUSINESS
STRATEGY
ORGANISATION
STRATEGY
VISION
BUSINESSMAN
IDEA
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAKE OVER
QUALITY
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
FINANCE
DIRECTION
REPORT
WORKFLOW
STRATEGY
REVENUE
VISION
DEFENSE STRATEGY
BUSINESSMAN
IDEA
PROJECT
DECISION MAKING
PLANNING
BANKRUPT
TIME IS MONEY
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
CONTRACT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
TAX
INNOVATION
GLOBAL BUSINESS
BOARD MEETING
WALLET
PRODUCTIVITY
COLLABORATION
GROWTH
SUCCESS
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
ORGANISATION
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
GUIDANCE
FINANCIAL STRATEGY
DECREASE
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
MONEY SEARCH
CALENDAR
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
U.S. ESTATE AND TAX
PLANNING FOR
REVENUE
DEFENSE STRATEGY
NONRESIDENT ALIENS
TAKE OVER
DEFENSE STRATEGY
19
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
New business contact:
Lou Robinson
President and CEO
Phone: (775) 297-4000
Email: lrobinson@
alliancetrustcompany.com
Website: www.linkedin.com/
company/alliance-trustcompany/
CONTACT
States
chartered/licensed
in: Nevada
Average account size:
$5 million
Total assets (AUA): $7 billion
Custodians supported:
All major domestic and
international
Number of relationships with
advisors: 1,300
Fees
Annual minimum fee: $5,000
Fee scale (directed and
delegated trust services):
Competitive flat-fee and
sliding-scale arrangements
Number of in-house
experts: 25+
Trust accounting system:
TrustNet
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new
trust: Seven days once all
appropriate documents have
been received
Marketing support includes:
Account transfer support,
client-facing materials, fact
sheets, marketing brochures,
and dedicated team to
support advisors
Disclosures: Any documents
or emails provided by Alliance
serves to provide general
information and should not be
used for legal purposes or tax
preparation. Instead, please
refer to official tax documents.
Alliance encourages you
to consult legal counsel for
document creation and legal
advice, and to consult with your
tax professional regarding tax
preparation and tax advice.
http://www.linkedin.com/company/alliance-trust-company/ http://www.linkedin.com/company/alliance-trust-company/ http://www.linkedin.com/company/alliance-trust-company/ http://alliancetrustcompany.com/contact/ http://www.alliancetrustcompany.com
America's Most Advisor-Friendly Trust Companies 2024

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