
Premier Trust
Estate Planning
Premier Trust provides comprehensive wealth management services, including trust administration of personal and retirement accounts, estate and financial planning, custody and investment services. Working in combination with a client’s legal and other professional advisors, Premier Trust’s professionals assist with every aspect of planning, including retirement, income and estate taxes, succession of the family business, transferring assets to future generations and asset protection. As a subsidiary of Ladenburg Thalmann, Premier Trust provides a valuable complement to other financial service capabilities within this group to assist clients in managing and consolidating assets, while providing customized solutions for client’s estate planning needs, including:
• Asset Protection Trusts
• Charitable Giving and Legal Services
• Corporate Trust Services
• Dynasty and Insurance Trusts
In addition to offering traditional trust services, Premier Trust provides a unique and distinct advantage, the ability to manage client assets within a National Financial brokerage account. This partnership provides a vehicle to control assets and wealth for multiple generations. To learn more about the services provided by Premier Trust, please visit www.premiertrust.com or email us at info@premiertrust.com.