Trust Solutions

Trust Solutions - Pershing

Pershing's Trust Network

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

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.

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