• INTEGRATED TRUST SOLUTIONS

    Angeles Wing

    Providing trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.

    Wealth Private Trust Wealth Private Trust

    BUILDING A STRONG FOUNDATION

    yabo亚博网站登录首页财富私人信托是美国国家顾问信托公司的信托代表处, 由注册投资顾问为客户利益创建的最大的联邦特许信托公司之一.

    安杰私人信托与专业的遗产规划人员合作,为我们的普通客户提供所需的企业信托服务. By working together, 天使财富私人信托和遗产规划专业人员能够为客户提供全面的信托和投资管理解决方案,为客户奠定坚实的基础, while helping clients protect their wealth and the future of their estates.

    Building a Strong Foundation Building a Strong Foundation
    • ESTATE PLANNING
      PROFESSIONAL

      • Works with the client to recommend and establish the appropriate trust.
      • 任命yabo亚博网站登录首页财富管理公司为投资顾问,任命yabo亚博网站登录首页财富私人信托公司为公司受托人, co-trustee or agent for trustee.
    • ANGELES WEALTH
      MANAGEMENT

      • Oversees the client/investment advisor/trustee relationship.
      • Manages the investments in accordance with the trust document, while incorporating tax and estate planning strategies.
    • ANGELES WEALTH
      PRIVATE TRUST

      • Ensures safekeeping of all trust assets.
      • Provides principal and income trust accounting, if required.
      • Performs trust administration duties as outlined in the trust document, such as distributions, statement production, tax reporting and bill paying.
    • Agent for Trustee

      AGENT FOR TRUSTEE

      Individuals often appoint themselves, a family member, attorney or family friend as trustee of their trusts. Even in this situation, 让yabo亚博网站登录首页财富私人信托作为受托人的代理是有好处的. For many individual trustees, 确保遵守信托文件的管理方面非常耗时, challenging and carries additional fiduciary liability. By appointing Angeles Wealth Private Trust to act as Agent, the Trustee will still retain fiduciary responsibility, while the trust company provides asset custody, trust-style statements and trust officer support.

    • 安杰私人信托提供全面的托管信托服务解决方案.

    • Expertise

      EXPERTISE

      保留yabo亚博网站登录首页财富管理公司作为投资顾问,同时获得人才, experienced trust professionals from Angeles Wealth Private Trust.

    • Flexibility

      FLEXIBILITY

      选择与共同受托人合作,分担管理责任,以实现信托的目标和满足受益人的需要.

    • Cost Effective

      COST EFFECTIVE

      受惠于以具成本效益的方式提供的信托服务及具竞争力的收费结构.

    • National Coverage

      LOCAL SUPPORT, NATIONAL COVERAGE

      结合与yabo亚博网站登录首页财富私人信托代表面对面的会议和联邦特许信托公司的范围,为客户提供安心. With national coverage, 客户可以搬迁到另一个州,而不用担心搬迁会影响他们的信托管理.

    • TRUST
       SERVICES

      Revocable trusts Charitable trusts Irrevocable life insurance trusts Special needs trusts Irrevocable trusts Institutional trusts Agent for trustees

    • CUSTODIAL
       SERVICES

      Securities safekeeping Income collection from securities Settlement of securities trades as directed Payment of funds when directed Timely statement delivery Custody for alternative investments

    • RETIREMENT PLAN
       SERVICES

      IRAs: Custodian or trustee Defined benefit plans 401(k): daily valuation platform Defined contribution plans Roth 401(k) feature within a 401(k) plan

    yabo亚博网站登录首页财富私人信托是美国国家顾问信托公司的信托代表处. 国家顾问信托公司是由美国货币监理署(OCC)特许并监管的联邦机构。, a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, 客户资产与National Advisors Trust的资本资产是分开的,不受潜在债权人对信托公司索赔的约束. As an independent trust company created by the client’s trust advisor, 信托公司的首要责任是保证投资资产的安全.

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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC