Trustee Services

Through our open architecture Trust Network platform, clients have access to a wide array of trust services and a choice of trustees.

The third party trustees, which include Royal Bank of Canada , Wilmington Trust Company, Santa Fe Trust Company, The Advisory Trust Company of Delaware  and Reliance Trust Company, assist in the administration of personal, charitable and family trusts for new and existing trusts, while still allowing the investment professional to manage the account assets.

Pershing Trustee Services and Comparison Chart