INDIANAPOLIS--(EON: Enhanced Online News)--Spectrum Management Group, an independent boutique wealth management firm, announces the launch of Spectrum Private Trust, a new service offering that provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
“Since the family relationship remains at Spectrum, we offer a more customized and personalized experience than an institutional bank trust department.”
Spectrum Management Group has helped individuals and families with legacy planning for over two decades, and is taking this work to the next level with the creation of Spectrum Private Trust. This locally-managed trust service provides a solid trustee and investment management solution while helping families protect their wealth and remain confident about the future of their estates.
Through this offering, Spectrum Management Group is appointed the investment advisor, and Spectrum Private Trust is named as corporate trustee, co-trustee or advisor to the individual trustee, working directly with the client to manage trust assets and stay on track to meet overall objectives.
“For many individuals, serving as trustee comes with a surprisingly long list of legal and personal responsibilities. The tasks are tedious, time-consuming and interrupt their already busy lives. To that end, we are pleased to offer Spectrum Private Trust to shoulder the responsibility and allow a professional to focus on families’ hopes and dreams for the next generation,” said Leslie Thompson, Managing Principal at Spectrum Management Group. “Since the family relationship remains at Spectrum, we offer a more customized and personalized experience than an institutional bank trust department.”
Spectrum Private Trust is a Trust Representative Office of National Advisors Trust Company, the largest federally chartered trust company created by registered investment advisors for the benefit of their clients.
Spectrum Management Group is an independent boutique wealth management firm dedicated to providing comprehensive wealth management and family office services. For more than 20 years, their clients have trusted them to help grow, preserve and manage their wealth. Learn more at www.spectrum-mgmt.com, via Twitter or on LinkedIn.
Spectrum Private Trust is a service offering of Spectrum Management Group and a Trust Representative Office of National Advisors Trust Company. Spectrum Private Trust provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.