America's Most Advisor-Friendly Trust Companies 2024 - 27

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
PEAK TRUST
Matthew
Blattmachr
President & CEO
Peak Trust Company
3350 Midtown Place, Ste 300, Anchorage, AK 99503
1840 E Warm Springs Rd, Ste 105, Las Vegas, NV 89119
www.PeakTrust.com
Peak Trust Company is the partner of choice for advisors seeking
an experienced, accessible and reliable trustee for their clients'
sophisticated trust plans. With our team of highly credentialed
experts, advisors gain the support to navigate complex situations
and keep clients' assets under their management.
At Peak Trust Company, we
empower advisors to focus on
what they do best: managing
client relationships and assets.
Our team of trust experts
complements advisors' skills
by delivering the sophisticated
trust and estate planning
solutions their ultra-high-networth
clients require.
We work hand-in-hand
with advisors to navigate the
intricacies of complex trust
structures. As an independent
trust company, we give
advisors the autonomy to
manage assets directly,
while we handle the detailed
administrative aspects.
Advisors choose Peak Trust
Company for our unique
combination of flexibility,
specialized knowledge, and
unwavering commitment
to their success. With our
presence in key states
known for their tax and asset
protection advantages, we
provide the comprehensive
service discerning clients
demand.
At Peak Trust Company,
we take pride in being an
expert resource and reliable
partner that enables advisors
to deliver unrivaled value
to clients while maintaining
control over their client
relationships. Together,
we offer the seamless,
sophisticated service ultrahigh-net-worth
clients expect.
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
Since 1997, Peak Trust Company has been a recognized leader in
the estate planning field. Unlike traditional trust companies, trusts
are our core business-allowing us to offer unmatched expertise,
flexibility and advisor-friendly solutions. We provide the tax
advantages of Alaska and Nevada situs, coupled with reasonable
fees and unparalleled service.
As an independent and advisor-agnostic trust company, we are
dedicated to advisor success. Our nationwide presence and ability
to serve international clients means advisors can rely on us as a
consistent partner as their business grows and evolves. With Peak
Trust Company, advisors gain a committed ally in providing clients
with tailored, best-in-class trust solutions.
New business contact name:
Andre Sears
National Business
Development Officer
Phone: (702) 744-7694
Email: expert@peaktrust.com
Website: https://www.linkedin.
com/in/andresears/
CONTACT
States chartered/licensed in:
Alaska, Nevada
Average account size:
$10 million
Total assets (AUA): $12 billion
Custodians supported: All
Number of relationships with
advisors: 1,500+
Fees
Annual minimum fee: $5,000
Fee scale (directed trust
services): $5,000 minimum
flat-fee
Fee scale (delegated trust
services): $5,000 minimum
asset-based fee
Number of in-house experts:
3 JDs, 1 CFP, 4 CTFAs, 1 CPA,
2 CMAs 2 CSOPs, 2 CTOPs,
1 CIPM, 1 CFMP, 1 CISSP, 3
CFIRS
Trust accounting system:
Accutech Cheetah
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust:
3-7 days
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
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAKE OVER
QUALITY
FINANCE
DIRECTION
REPORT
WORKFLOW
STRATEGY
REVENUE
VISION
DEFENSE STRATEGY
BUSINESSMAN
IDEA
PROJECT
DECISION MAKING
PLANNING
BANKRUPT
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
TAX
INNOVATION
GLOBAL BUSINESS
BOARD MEETING
WALLET
PRODUCTIVITY
COLLABORATION
GROWTH
SUCCESS
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TIME IS MONEY
GUIDANCE
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
CONTRACT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ORGANISATION
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
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
27
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
ABOUT PEAK TRUST COMPANY
" Peak Trust Company " is the brand for
a group of affiliated state-chartered
professional trust companies
headquartered in Anchorage, Alaska.
Separate state charters are maintained
for operations in Alaska and Nevada
as Peak Trust Company-AK and Peak
Trust Company-NV. More information
about Peak Trust Company, including
our services, investment strategies,
fees, and objectives, is available upon
request by calling (888) 544-6775, or
visiting www.PeakTrust.com.
Marketing support includes:
Brochures, white papers,
case studies, estate planning
tools and sample documents;
nationwide face-to-face
meetings; workshops and
events
https://www.linkedin.com/in/andresears/ https://www.linkedin.com/in/andresears/ https://www.peaktrust.com/contact-us/ https://www.peaktrust.com/
America's Most Advisor-Friendly Trust Companies 2024

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