Trusts may be essential planning tools for wealthy households. Pershing's Trust Network lets clients enjoy the benefits of trusts—while you manage the trust's assets through our NetX360® platform.1
Our open-architecture program provides a full menu of solutions to handle most personal trust needs, whether full trustee, agent-for-trustee or trust reporting services through a choice of corporate trustees—including some of the nation's most highly regarded trust companies. Trust Network can help you attract large, long-lasting accounts, increase assets under management and build strong, multigenerational client relationships.
Renaissance Philanthropic Solutions Group (RenPSG) offers administration for self-trusteed charitable trusts, allowing advisors to manage their clients’ charitable assets with custody at Pershing.2
1 You may need to be licensed in the state in which the trust company is located or provide state authorities a copy of the Form ADV and any accompanying amendments you may have filed (notice file) with the Securities and Exchange Commission.
2 You may need to be licensed in Indiana or provide Indiana authorities a copy of the Form ADV and any accompanying amendments you may have filed (notice file) with the Securities and Exchange Commission.