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#1 Reliance is one of the largest
#1 Reliance is one of the largest independent trust companies in the country with headquarters in Atlanta. With more than $66 billion in assets under management and administration as well as clients around the world, we have the experience and expertise to guide you right in your own backyard. #2 Reliance is your resource
#2 Reliance is your resource for all types of trust and fiduciary services. From standard marital and residual trusts to special needs trusts our team averages more than two decades of experience in trust administration. In addition, Reliance is a leading provider of fiduciary services for irrevocable life insurance trusts (ILITs). #3 Reliance allows independent financial advisors
#3 - Reliance allows independent financial advisors to maintain their relationships with families when assets move to trust. This keeps you in the driver seat while providing top notch services to your clients as you continue your valued relationships with the younger generation family members. #4 Reliance administrators average more than two decades
#4 - Reliance administrators average more than two decades of experience in trust administration. Don't waste time. Work with knowledgeable, veteran trust professionals that can provide your clients with the right solutions to their trust needs. #5 Reliance is an open platform provider
# 5 - Reliance is an open platform provider of investment services with no proprietary products. Investors are able to mix and match different managers’ funds to construct their own multi-manager portfolio, exposure and risk profile. It’s a one-stop shop that streamlines the administrative process, consolidating statements and providing the investor more choices. |
Contact Us For more information about Reliance’s services and how we can put you in the driver’s seat, e-mail us here! Or fill out the information below and we will contact you with more information about our programs. |
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