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As you strive to improve your competitive positioning and provide differentiated, premium support to your clients, you can leverage a variety of products and services that are designed to strengthen relationships and help address the financial goals of your high-net-worth clients.

Corporate Executive Services

Corporate Executive Services provides a service through a dedicated team of experts who can help you and your high-net-worth clients take full advantage of illiquid wealth, providing premium support for wealth management and liquidity solutions, including the exercise of corporate stock options and transactions involving restricted and control stock.

Trust Network

According to Tiburon Strategic Advisors, 72% of households with more than $1 million in investable assets use trusts as part of their estate planning. Right now, trusts are among the most important and flexible planning tools you can offer your clients to preserve and enhance their wealth and accomplish a wide range of financial goals.

Through Pershing’s open architecture platform, Trust Network, you have access to a variety of trust services for your clients, with a choice of trustees.

Donor Advised Funds

Did you know that Americans donate billions of dollars to charities every year? Your clients may be seeking ways to participate in charitable giving, increase their philanthropic funds for future grant-making, and lower their tax liability.