Customer Relationship Summary | The Ladenburg Thalmann TECH EXPO 2023
Premier Trust Inc. provides comprehensive estate, trust and self-directed IRA administration.
Chartered and based in Nevada, the firm’s long-lasting client relationships rest on a solid foundation—to provide for clients’ heirs in complete alignment of each client’s wishes.
The firm’s niche sets them apart: Premier administrates trusts only, allowing clients to retain the relationships they have with their existing investment and financial professionals.
Premier matches each client with the trust officer and administrative team most suited to a client’s unique requirements. With more than 150 years combined experience dealing with estates and trusts of all types and sizes, Premier is committed to administrative excellence from the dedicated, experienced operations and compliance personnel to the professional administrators they support.
Always flexible, Premier Trust holds clients’ trust investment assets at the broker-dealer or nationally recognized securities clearing firm of their client’s choosing.