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 corporate executive services to philanthropy and trust services, our full spectrum of solutions can help you capture your share of this growing opportunity.

Corporate Executive Services

Senior executives face complex financial challenges—including concentrated exposure, illiquid wealth and tight restrictions on their transactions. Pershing can help you deliver the sophisticated solutions they need.

Our Corporate Executive Services team provides your clients prompt access to liquidity—so they can reinvest their assets and diversify their portfolios. We provide support for employee stock option exercises, 10b5-1 trading plans, restricted and control stock transactions and securities-based lending opportunities. Our team also supports integrated strategies to help investors increase liquidity, hedge against market volatility and reduce the portfolio risk of concentrated equity holdings.

Philanthropy Solutions

You can build deeper, stronger relationships with clients by helping them achieve their philanthropic goals. Donor-advised funds may allow clients to reap potential tax benefits while supporting the causes they care about—and leave a lasting legacy.

Pershing makes donor-advised fund solutions available to you when managing assets custodied at Pershing. With access to two leading philanthropic solutions providers, you can choose the approach that best fits the needs of your clients and your business goals.

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