next generation of client service
imagine meeting your clients' most complex personal and charitable trust needs with the confidence and security that comes from years of successfully building and administering trusts.
If you have clients who want to protect and distribute their wealth without losing control of their assets or investments, you've got clients who can benefit from trusts.
If you've got clients with businesses, appreciated stock, or real estate to sell, you've got clients who can enjoy significant tax savings by selling those assets in trusts.
And if you've got clients with children, you've got legacies to manage through the next generation in trust.
Trusts allow clients to enjoy lifelong financial security, make well-planned distributions during their lifetimes, and ensure that their hard-earned wealth is preserved for the next generation.
At Wealthnet we make it possible for you and your clients to enjoy all the benefits of trusts and, best of all, keep the control of the trusts where it belongs-with you, your clients, and ultimately with the next generation of clients you will have earned.
a new way to build
with Wealthnet on your team you start with a solid foundation built on years of successful administration of trusts. Then together we help you identify new ways to service your clients using our trust expertise, innovative online re-sources, and proprietary analytical tools.
We can fulfill this commitment to you because we are the only resource offering comprehensive and affordable trust planning and administration to individual wealth managers like you.
The process couldn't be simpler. You use the resources and advice made available to you by the experts at Wealthnet to identify the clients you serve who can benefit from trusts.
Then we provide you and your clients with answers to complex questions,custom proposals, ongoing trust administration, and fully compliant reporting and tax returns.
Our fees are paid by the trust only after it is established. And we are ex-ceptionally costcompetitive about one-third, on average, the fees charged to trusts for comparable services by banks and trust companies.
Together we can build a whole new level of service for your clients.
There's no one else like us out there.
a relationship you can trust
in the past, your clients had to sacrifice their personal relationships with their financial planners to take advantage of trusts.
Their only choices were to rely on large and impersonal bank trust departments or to use trust companies that imposed restrictions on the investments the trust could make and the advisors who could manage the trust assets.
But now with Wealthnet on your team you can offer your clients security and services that are equal to even the largest institutional trust managers.
With Wealthnet your clients benefit from the best of both worlds-an uninterrupted relationship with
their trusted advisor and high-quality trust administration from Wealthnet.
With Wealthnet you have a new generation in trust solutions.
a foundation of solid service
it's true that trusts are complex to administer, but that's why we're here. At Wealthnet we keep the complexity at bay by serving as the shield between you and the technicalities of trust administration. While you and your client maintain control of the wealth management, we take care of all trust record keeping, fiduciary accounting and reports, quarterly statements, payment of distributions and expenses, coordination of tax preparation. And we're here to provide answers to all questions-from simple to complex.
Partnering with Wealthnet to better serve your clients is a prudent step, one that can only make your relationship with clients-and their satisfaction with you-even stronger.
for over a decade, we have offered our services through ex-clusive partnerships with some of the largest and most respected financial services companies in the nation. Now, Wealthnet is ready to help you offer clients all the advantages and security of trusts with total confidence.
Contact us . . .
Now is the time
for you to build trusts.
email firstname.lastname@example.org for more information and a free proposal for your clients.