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Why Work with AST Capital Trust?We put your clients firstSpend any time talking to trust beneficiaries—people who are actually receiving benefits from trusts established on their behalf—and you’ll quickly learn what they want from a trust administrator—responsive and respectful service, clear communications, and sensitivity to their needs and wishes. Our veteran trust administrators provide a high level of personal service to your clients and to you, their valued investment advisor. In everything we do, we coordinate our efforts with yours to ensure that your clients receive the best possible service.
Our Delaware charter offers numerous protectionsAST Capital Trust is chartered under the laws of Delaware, where progressive trust laws encourage wealth creation rather than wealth taxation. Delaware also boasts rigorously enforced spendthrift regulations that make it hard for creditors to access assets held in a Delaware trust. In short, a trust created in Delaware provides your clients with important tax, privacy, and asset-protection advantages that they may not be able to find elsewhere, regardless of where they reside. Click here to find out more about the advantages of a Delaware trust.
We have extensive experience with all types of trusts. AST Capital Trust has experience handling all types of personal trusts, including living trusts, trusts under wills, charitable trusts, IRA trusts, IRA beneficiary trusts, dynasty trusts, accumulation trusts, asset protection trusts, life insurance trusts, irrevocable grantor trusts, Crummey trusts, minor’s trusts, rabbi trusts, and more.
You can continue managing assets AST Capital Trust provides all the services available from any other bank trust department or independent trust company with one important distinction: We do not manage trust assets. That’s your business. Working with AST Capital Trust means your clients are able to retain you as their investment advisor. Put another way, it means you are able to retain your clients’ trust business.
Our size and expertise help you build your businessWith more than $28 billion in assets under administration, AST Capital Trust has the strength to help you grow your business. Our experienced professionals specialize in working with financial advisors like you to efficiently facilitate complex trust transactions. Additionally, our Retirement Plan Services division can help you expand your institutional business by offering access to retirement plan services and collective funds.
Our technology makes your life easierAST Capital Trust uses industry-leading technology and maintains electronic connectivity with many of the nation’s largest clearing and brokerage firms. That means you can always count on us to provide you and your clients with timely information about their trusts. And since we are “custodian neutral,” we can work with your preferred custodian platform.
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