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One of the most important decisions in estate planning is who to name as trustee.
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With all the different financial service providers out there, each one is chomping at the bit to get a piece of your portfolio. Often times, investors can find themselves with their assets scattered about at different banks, insurance companies and brokerage firms. As a result, it becomes quite the exercise to coordinate and deal with different people in various aspects of your finances.
At Naples Wealth Planning, we want to help consolidate your trust accounts at the different institutions your using and work closely with your attorney and accountant. This will allow us to forge a document that will hold water and become rock solid.
Naples Wealth Planning Advisors work closely with clients who require a corporate trustee. Our advisory firm leverages the administrative trustee services from Charles Schwab Trust Company of Delaware (CSTCD). NWP advisors retain the right as your advisor to make all investment management decisions for assets of eligible trusts, while CSTCD offers cost-efficient support by performing the fiduciary administrative duties for the trust.
Working closely with CSTCD, our clients benefit from the following:
Fiduciary administrative tasks include:
Get access to our helpful retirement kit which includes several guides that address topics you should consider when planning your retirement.
© 2024. Naples Wealth Planning, LLC (NWP). All rights reserved. NWP is a Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC) headquartered in Naples, FL. Insurance products and services are offered through affiliated insurance agency Naples Insurance Strategies, LLC, (NIS) Naples, FL.
Select registered representative advisors of NWP may offer registered insurance products and securities and brokerage services through affiliated registered broker dealer American Global Wealth Management, Inc. (AGWM) member (FINRA/SIPC/ MSRB) headquartered in McDonough, GA. NWP and its affiliates do not provide tax or legal advice.