Wealth Management Solutions

Wealth Management Solutions - Pershing

Sophisticated Solutions for High-Net-Worth Clients

Pershing's wealth management solutions can help your firm compete for affluent clients. From philanthropy to trust services, our full spectrum of solutions can help you capture your share of this growing opportunity.

Philanthropy Solutions

You can build deeper, stronger relationships with clients by helping them achieve their philanthropic goals. Donor-advised funds (DAF) allow clients an easy way to support the causes they care about—and leave a lasting legacy. With access to two leading philanthropic solution providers, you can choose the approach that best fits the needs of your clients and your business goals.

American Endowment Foundation

Clients contribute to American Endowment Foundation (AEF), an independent national sponsor of DAFs.

  • AEF allows advisors to manage their clients’ charitable assets with custody at Pershing.
  • Provides both donor support services and a portal that enables clients to recommend grants and view fund activity history.

BNY Mellon Charitable Gift FundSM

Clients contribute to the BNY Mellon Charitable Gift FundSM, a DAF that offers multiple investment options.

  • Various investment strategies are available through the Fund’s investment manager, BNY Mellon, N.A.
  • A fully functional online portal supports giving activities and account administration.
Trust Solutions

Trusts may be essential planning tools for wealthy households. Pershing's Trust Network lets clients enjoy all the benefits of trusts— while you manage the trust's assets through our NetX360® platform. 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.

Featured Solutions and Resources