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Learn More About Alliance Trust Company

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Trust Planning Whitepaper

Nevada Trust Advantages with Alliance

Alliance Trust Company is a full service trust company licensed and located in the State of Nevada which offers trust clients and financial advisors a flexible trustee available to serve in multiple capacities based on the needs of the client.

Alliance Trust Company offers a non-custodial model for custody of financial assets and securities using a variety of the most popular advisor platforms such as Schwab Institutional, Fidelity Investments, Pershing, TD Ameritrade and other brokerage platforms to hold client securities.

Clients not only enjoy the safety of a regulated Nevada trust company, but also the safety of knowing that their assets are held by an independent third party with Securities Investor Protection Corporation (SIPC) coverage for each account. In many cases, these broker dealer custodians carry private insurance above and beyond the SIPC limit. Advisors are able to use their preferred custodian for management of the trust account and not be required to work with inflexible arrangements used by other trust institutions.

Alliance Trust Company provides clients with access to some of the most wealth friendly laws available in the United States, and Alliance Trust Company works with advisors to provide flexible and effective solutions for their clients in a variety of capacities. Alliance Trust Company is a unique Nevada trust company built by former advisors for advisors with the goal of providing superior service and flexibility. Furthermore, Alliance Trust Company understands the effect excessive fees and charges can have on trust accounts and seeks to maximize the value of our services for each client.

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