Platinum
Charles Schwab Trust Company
Charles Schwab Trust Company (CSTC) provides corporate trustee services exclusively for Schwab’s expansive network of branches, Financial Consultants, Wealth Advisors, and their clients. Acting both as a traditional, full-services trustee, or as a directed trustee under Nevada law, CSTC’s structure allows professionals in this field to develop and maintain long-term relationships for trust assets while leveraging industry-leading securities custody, technology, and administrative expertise for the families they serve. www.schwab.com
G Bank
GBank (formerly known as “Bank of George”) (the "Bank"), is a wholly owned subsidiary of GBank Financial Holdings Inc., a bank holding company. Founded in 2007, the Bank operates two full-service commercial branches in Las Vegas, Nevada, with primary lending activities focused on engaging clients in Nevada, California, Utah, and Arizona. GBank has key businesses in three prominent divisions: SBA Lending, Gaming FinTech, and Commercial Lending. The Bank conducts business nationally through its SBA lending activities (ranked 14th in the nation by the U.S. Small Business Administration for SBA 7(a) dollar loan volume through September 30, 2022) and its BankCard Services, LLC (“BCS”) partnership. Launched in 2016, its Gaming FinTech Division, through its contract with BCS, is empowering Sightline Payments Play+ Solution (Sightline Payments) for seamless and secure pay-and-play that is enabling cashless, mobile commerce solutions for gaming, lottery, and sports betting ecosystems – positioning the Bank as a financial leader in this new payments world. The Bank also provides general commercial banking services with an emphasis on serving the needs of small- and medium-sized businesses, high net worth individuals, professionals, and investors. The Bank offers a full complement of consumer deposit products and is focused on delivering a premium level of service. GBank has been recognized every year for each of the past six years by S&P Capital IQ in its Top 100 Best-Performing Community Banks. For more information about GBank, please visit its website at www.g.bank.The Company’s Common Stock is quoted on the US OTCQX Market under the symbol GBFH. www.g.bank
Laurel Trust
Laurel Trust Company is a thoughtfully-driven professional trustee adept at streamlining complexity. We believe in putting our client’s values and priorities first. We do this by providing solutions-oriented Trustee services and efficiently coordinating with our client’s legal and investment advisors to pursue their strategic objectives. By using this collective approach, we ensure we align with our client’s goals. We offer simplified sophisticated solutions for a diverse yet intimate roster of clients. Our directive, use good judgment, is a basic but paramount principle demonstrated with every decision we make. www.laureltrust.com
Seiler LLP
For 65 years, Seiler has provided advisory, tax, and accounting services to some of the world’s most visionary and influential people, businesses, and non-profit organizations. Based in Silicon Valley and the San Francisco Bay Area, we are an independent member of HLB, the global advisory and accounting network. We deliver the sophisticated solutions, innovative thinking, global capabilities, and highly personalized service our clients require. www.seiler.com
GOLD
Credential Sponsor: ECG Resources
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations. www.ecgresources.com
Sequent Limited
SILVER
Accutech Systems
Alliance Trust Company
AG Advisors Group
Cheetah Inc., a business unit of Accutech Systems Corp., provides software solutions for wealth managers focused on growing their business and building revenue. Cheetah Inc.’s mission is to provide wealth managers with the tools they need to grow their business, provide exceptional service, and increase operational efficiency. Cheetah Inc
Cheetah Inc., a business unit of Accutech Systems Corp., provides software solutions for wealth managers focused on growing their business and building revenue. Cheetah Inc.’s mission is to provide wealth managers with the tools they need to grow their business, provide exceptional service, and increase operational efficiency. Cheetah Inc.’s flagship product, Cheetah, is a comprehensive platform that manages all aspects of a client’s wealth, from trust accounting and tax reporting to investment management and trades. www.trustasc.com
Alliance Trust Company
Alliance Trust Company
Alliance Trust Company
Alliance Trust Company of Nevada works with professionals locally, nationally, and internationally to provide trustee services that benefit from Nevada’s favorable asset protection and tax laws. Alliance is an independent trust company – not a subsidiary or affiliate of any brokerage house, insurance company, or bank. We offer flexible se
Alliance Trust Company of Nevada works with professionals locally, nationally, and internationally to provide trustee services that benefit from Nevada’s favorable asset protection and tax laws. Alliance is an independent trust company – not a subsidiary or affiliate of any brokerage house, insurance company, or bank. We offer flexible service including directed, delegated, and full fiduciary trustee services, as well as asset management. We Are Nevada.™. www.alliancetrustcompany.com
Bryn Mawr Trust
Alliance Trust Company
Alliance Trust Company
Coming soon
Crawford Trust
Legacy Enhancement Trust
Crawford Trust
Coming soon
Dunham Trust
Legacy Enhancement Trust
Crawford Trust
Dunham Trust Company provides the professional trustee services you need to prepare for a confident and secure legacy for generations. We offer highly personalized service, experienced trust officers, and an independent approach to properly implement and administer your trust. www.dunhamtrust.com
Legacy Enhancement Trust
Legacy Enhancement Trust
Legacy Enhancement Trust
Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life.
National Care Advisors
Legacy Enhancement Trust
Legacy Enhancement Trust
National Care Advisors is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis and case management services to attorneys, financial planners, trustees and their client families. Our staff have expertise in the real life, practical application of benefits and service provid
National Care Advisors is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis and case management services to attorneys, financial planners, trustees and their client families. Our staff have expertise in the real life, practical application of benefits and service providers in each region. We focus primarily on improving the quality of life for our clients and their families, within the scope of all available funding resources and third-party benefits. We believe that a team approach to planning for individuals with special needs is essential to provide the best results.
New Edge Capital Gro
Fifth Third Institutional Trust & Custody
New Edge Capital Gro
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, has over $32 billion in client asse
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, has over $32 billion in client assets and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $150 billion in assets through NewEdge and its other custody and retirement businesses. For more information, visit www.newedgecapitalgroup.com.
Peak Trust Company
Fifth Third Institutional Trust & Custody
New Edge Capital Gro
Peak Trust Company serves estate planners looking for a professional trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use ongoing trust administration.
U
Peak Trust Company serves estate planners looking for a professional trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use ongoing trust administration.
Unlike traditional banks and trust companies, at Peak Trust Company, your trust is our core business. This enables us to provide a highly customized delivery process tailored to your specific needs and an unbundled service structure; providing everything you need but only what you want.
Peak Trust Company serves as trustee of trusts nationwide, specializing in administration for trusts pursuant to Alaska, Nevada, or Delaware law. Contact asears@peaktrust.com
www.peaktrust.com
Team
Fifth Third Institutional Trust & Custody
Fifth Third Institutional Trust & Custody
TEAM is the nation’s leading all-in-one payroll and HR solution that is custom-built for trust-paid household staff. For families and the fiduciaries who serve them, TEAM provides a holistic solution that manages all aspects of household employment including payroll, taxes, insurance, HR issues, and employee lawsuits.
Fifth Third Institutional Trust & Custody
Fifth Third Institutional Trust & Custody
Fifth Third Institutional Trust & Custody
Fifth Third Institutional Trust & Custody
For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value. Our clients include financial institutions, trust companies, private trust companies, insurance companies, m
Fifth Third Institutional Trust & Custody
For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value. Our clients include financial institutions, trust companies, private trust companies, insurance companies, mutual fund companies, registered investment advisors, public entities, Taft-Hartleys, and non-profits.
BRONZE
Saltzman Mugan Dushoff
Wealthgate Trust Company
Saltzman Mugan Dushoff
Saltzman Mugan Dushoff attorneys represent clients with business, licensing, and litigation matters in a variety of practice areas. Our Las Vegas business law firm is proud to represent local, national, and international business clients.
Wealthgate Trust Company
Wealthgate Trust Company
Wealthgate Trust Company
Wealthgate Trust Company is a client-founded multi-family Nevada trust company that exclusively partners with UHNW families and their advisors to create, implement, and administer bespoke trust strategies