By: Live Oak Private Wealth
WILMINGTON, N.C. (September 4, 2019) – Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals, has launched trust and estate planning services for its clients.
The Live Oak Private Wealth team, through a strategic partnership with Alliance Trust Company of Nevada, will help manage and protect personal wealth today and for generations to come.
“Establishing a trust takes careful consideration and skilled fiduciary professionalism,” said Andy Basinger, managing director of Live Oak Private Wealth. “Our team is here to ensure assets are protected and managed to our client’s wishes, so their legacy remains intact.”
Live Oak Private Wealth’s trust and estate services allow for privacy preservation, continuous management, estate tax minimization, as well as elimination of challenges to the estate and avoidance of probate.
“Alliance Trust Company of Nevada is very pleased to partner with North Carolina’s premier wealth management institution,” said Alliance Trust Company of Nevada President Greg Crawford. “Our partnership with Live Oak expands its out-of-state estate planning capabilities without disrupting their personalized approach in serving their clients.”
“We are able to provide our clients with the highest level of expertise and personal attention they have come to appreciate from our team, while accessing the broad range of skilled and focused management services from Alliance Trust Company,” said Live Oak Private Wealth’s Certified Trust and Financial Advisor (CTFA) Daniel Hughes. “We see this as another layer of exceptional service for our clients.”
To learn more, visit www.liveoakprivatewealth.com.
About Live Oak Private Wealth
Live Oak Private Wealth, an SEC registered investment advisor, is a subsidiary of Live Oak Bank and is dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals. Live Oak Bank is a subsidiary of Live Oak Bancshares, Inc. (Nasdaq: LOB).
About Alliance Trust Company of Nevada
Alliance Trust is a Nevada trust company assisting clients with protecting assets and preserving wealth by leveraging Nevada’s innovative and industry-leading trust and tax laws. As a fully-independent, 100% employee-owned and operated trust company, Alliance Trust is not a subsidiary of, nor affiliated with, any brokerage house, insurance company, or bank, engaging clients and their established teams of professionals without interference.