Wealth & finance International - Wealth & Money Management Awards 2015

Wealth & Money Management Awards 2015 24 Best for Concierge Trustee Services - USA & Best in Family Wealth Planning - USA Nevada Trust Company is the only full-service independent trust company in Nevada, one of the United State’s leading jurisdictions for asset protection trusts, dynasty trusts and corporate entities. Their services include trust administration, asset custody, investment management, asset protection strategy solutions, complex asset administration, business suc- cession planning and non-profit and endowment support. Wealth & Finance spoke to them to find out more. Company: Nevada Trust Company Primary Contact: David Thorson, Vice President Email: [email protected] Web Address: www.nevadatrust.com Address: 9130 West Russell Road, Suite 310, Las Vegas, NV 89148 Telephone: +1-702-696-0000 Their clients include high net worth individuals and families, busi- ness owners, medical and other professionals, financial advisors and non-profit organizations. Their motto - “Our Client is our First Priority®” - pretty much sums up their approach to client relationships. Nevada Trust meets clients where they are and develops solutions that meet their needs. Typically clients are looking for asset preservation and appreciation and as such Nevada Trust have developed a very broad perspective of the definition of wealth management. This definition includes not only conservative investment management, but also asset protection and the implementation of tax strategies in cooperation with leading tax experts. That being said, they are very comfortable working at the other end of the spectrum, as requested by clients, with private equity, venture investing and other alternative investments. Since inception, the company has always provided concierge-level services to clients. Personalized client service is an essential part of their culture, so a key to their success is making sure they provide the knowledge and tools necessary to meet clients’ needs in an ever-chang- ing and increasingly volatile environment. In addition to the aforementioned concierge services, they also apply specific skills and experience in managing complex assets such as real estate, trust deeds, interests in closely held companies, intellectual property rights and mineral rights. They have deep knowledge in cor- porate finance and M&A and therefore can assist clients with corporate development and succession planning in their businesses. Their location in Nevada has lead them to expertise in developing asset protection strategies that maximize the statutory and tax benefits Nevada offers clients, including those who do not reside in Nevada or even the USA. The most important element in maintaining their culture is fostering an environment wherein employees and clients are treated with the same degree of respect and individualism. This facilitates a positive atmo- sphere that promotes both employee and client satisfaction. They also strongly believe in employee ownership. All employees are shareholders of the company. To maintain their leadership position in the industry, they are actively engaged throughout the year with investment, wealth management and trust conferences. They maintain close relationships with leading investment, legal and tax experts across the USA to ensure access to state-of-the-art knowledge in the industry. As a result of world volatility, both economic and political, their work with asset protection strategies is expanding rapidly. Another trend with prospective clients is a desire for more personalized and comprehensive services. These trends play to Nevada Trust’s strengths. When asked about the importance of these awards, Nevada Trust Com- pany President Peter Kingman responded: “We are delighted to receive this recognition and these awards from Wealth & Finance. We attribute this acknowledgement to the care we extend to our clients every day. Recognition for excellence is always appreciated in any endeavour. These awards are particularly important markers in our industry where it is very difficult for potential clients to differentiate between the many choices they have when selecting service providers. Wealth & Finance is very discerning in their research and we are honoured to be selected by them.”