Friday
Sep072012

America's Most Advisor-Friendly Trust Companies

New York Private Trust Company, parent company of Advocates Trust Services, was rated by The Trust Advisor as one of America’s Most Advisor-Friendly Trust Companies. New York Private Trust Company’s dedication to serving advisors can be best illustrated in the formation of its private division Advocates Trust Services; a Delaware trust company designed specifically for attorneys. With over 1,700 domestic trust companies, New York Private Trust Company is honored to be selected as one of the top 11 Winners List.

“The scale, prestige and service proposition of a white-glove powerhouse; the independence, accessibility and pricing of a boutique.”

-The Trust Advisor

In a recent survey, The Trust Advisor found that 85% of advisors selected a trust company relationship based on their assurance that accounts won’t be taken from them. One of the key advantages with working with Advocates Trust is it leaves the client’s current advisors in place and does not move assets to its own wealth management platform or have any proprietary investment products.  As an estate planning attorney, your referral relationships will rest assure that Advocates Trust Services is a truly independent provider. “We specialize in delegating investment management to financial advisors,” says Richard Trumpler, CEO of Advocates Trust Services and New York Private Trust Company. “Our business model is fundamentally different, and that’s why financial advisors and trust attorneys like us.”

Operationally, the most advisor-friendly trust companies, such as Advocates Trust, emphasize flexibility and service. According to The Trust Advisor advisors have been flocking to states, including Delaware, in order to get their clients access to the most flexible trust statutes and best tax treatment in the country. Advocates Trust is a win for the attorney, a win for the financial advisor, and, most importantly, a win for the client.

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