Financial Advisor: Establishing ‘Trust’ During Times of Transition

August 6, 2019

Trusts can be a key tool for advisors when assisting clients with the next chapter

“While trusts can be complex in type and function, they can offer benefits that are nearly unmatched to any other single vehicle.”

As clients undergo life transitions, they may look to their advisors for assistance in navigating the next chapters of their lives. Advisors should have trusts on their checklists for helping clients during these times, according to Dean Mioli, Director of Investment Planning at Independent Advisor Solutions by SEI.

Mioli explores various use cases of trusts and their benefits, including tax management and better advisor-client relationships, in his article "Establishing ‘Trust’ During Times Of Transition," featured in Financial Advisor.

Read the full article

Legal Note

Independent Advisor Solutions is a strategic business unit of SEI Investments Company (SEI). This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice. Neither SEI nor its affiliates provide estate planning or tax advice. You should seek advice based on your particular circumstances from your legal and tax professionals.

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