Latest Quarterly Commentary: 4th Quarter 2023 - Storms - 01/09/2024 • Latest Blog Post: Fireside Reading - 03/01/2024
Latest Commentary: 4th Quarter 2023 - Storms - 01/09/2024 •
Latest Blog: Fireside Reading - 03/01/2024

  • INTEGRATED TRUST SOLUTIONS

    Angeles Wing

    Providing trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.

    Wealth Private Trust Wealth Private Trust

    BUILDING A STRONG FOUNDATION

    Angeles Wealth Private Trust is a Trust Representative Office of National Advisors Trust Company, one of the largest federally chartered trust companies created by registered investment advisors for the benefit of their clients.

    Angeles Wealth Private Trust works with estate planning professionals to provide corporate trust services as needed to our common clients. By working together, Angeles Wealth Private Trust and estate planning professionals are able to build a strong foundation for clients by providing a comprehensive trustee and investment management solution, while helping clients protect their wealth and the future of their estates.

    Building a Strong Foundation Building a Strong Foundation

    • ESTATE PLANNING
      PROFESSIONAL

      • Works with the client to recommend and establish the appropriate trust.
      • Appoints Angeles Wealth Management as the investment advisor and Angeles Wealth Private Trust as corporate trustee, co-trustee or agent for trustee.

    • ANGELES WEALTH
      MANAGEMENT

      • Oversees the client/investment advisor/trustee relationship.
      • Manages the investments in accordance with the trust document, while incorporating tax and estate planning strategies.

    • ANGELES WEALTH
      PRIVATE TRUST

      • Ensures safekeeping of all trust assets.
      • Provides principal and income trust accounting, if required.
      • Performs trust administration duties as outlined in the trust document, such as distributions, statement production, tax reporting and bill paying.
    • Agent for Trustee

      AGENT FOR TRUSTEE

      Individuals often appoint themselves, a family member, attorney or family friend as trustee of their trusts. Even in this situation, there are benefits to having Angeles Wealth Private Trust act as the Agent for Trustee. For many individual trustees, the administrative aspect of ensuring compliance with a trust document is time-consuming, challenging and carries additional fiduciary liability. By appointing Angeles Wealth Private Trust to act as Agent, the Trustee will still retain fiduciary responsibility, while the trust company provides asset custody, trust-style statements and trust officer support.

    • ANGELES WEALTH PRIVATE TRUST DELIVERS A COMPREHENSIVE, MANAGED TRUST SERVICES SOLUTION.

    • Expertise

      EXPERTISE

      Retain Angeles Wealth Management as the investment advisor while gaining access to the talented, experienced trust professionals from Angeles Wealth Private Trust.

    • Flexibility

      FLEXIBILITY

      Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.

    • Cost Effective

      COST EFFECTIVE

      Benefit from trust services provided in a cost efficient manner with a competitive fee structure.

    • National Coverage

      LOCAL SUPPORT, NATIONAL COVERAGE

      Combining face-to-face meetings with Angeles Wealth Private Trust representatives and the scope of a federally chartered trust company provides peace of mind to clients. With national coverage, clients are able to relocate to another state without concerns about a move affecting their trust administration.

    • TRUST
       SERVICES

      Revocable trusts Charitable trusts Irrevocable life insurance trusts Special needs trusts Irrevocable trusts Institutional trusts Agent for trustees

    • CUSTODIAL
       SERVICES

      Securities safekeeping Income collection from securities Settlement of securities trades as directed Payment of funds when directed Timely statement delivery Custody for alternative investments

    • RETIREMENT PLAN
       SERVICES

      IRAs: Custodian or trustee Defined benefit plans 401(k): daily valuation platform Defined contribution plans Roth 401(k) feature within a 401(k) plan

    Angeles Wealth Private Trust is a Trust Representative Office of National Advisors Trust Company. National Advisors Trust Company is federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company. As an independent trust company created by the client’s trust advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets.

  • We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.

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  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC