Estate planning is a valuable service that our advisors provide.
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Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients. We work as part of this larger team to enable seamless execution of the trustor's vision. Together, we provide clients with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives. With Arden Trust Company serving as trust administrator, you can draw on the resources of a large national trust company for help with custodial services, fiduciary services, and investment management. All of our trust services are designed to integrate with your existing services and support you with the right solutions. We can help with everything from brochures and white papers to conference calls and consultations with client attorneys.
External link for Arden Trust Company
2751 Centerville Rd
Suite 400
Wilmington, Delaware 19808, US
Congratulations to our September employee of the month, Ray Becerra, CTFA! Ray shows incredible dedication to the team and consistently goes above and beyond, stepping in to handle extra responsibilities, proactively solving issues and mentoring colleagues. We applaud his team-oriented approach and the leadership skills he has demonstrated as a Trust Officer. #EmployeeRecognition
Curious how climate change will affect your financial future? Recent findings suggest that unprecedented environmental challenges are heavily impacting investments and financial strategies. Arden Trust is the first line of protection, dedicated to helping advisors and their clients understand these emerging risks and adapt their portfolios accordingly. Visit this article from InvestmentNews about how climate change is reshaping the investment landscape: https://lnkd.in/gY_yKnXR
Estate planning can be an emotional process, especially for children handling the estate of a deceased parent. In a CNBC article, reporter Genna Contino discusses complications that can arise from unexpected surprises in an estate plan. An important piece of advice she calls out: "Don't write a will out of anger." To explore Arden Trust's available materials on advising your clients in creating estate plans, visit our resources page: https://lnkd.in/gW2umaFr Read the full article: https://lnkd.in/ereD9xvn
Maria Sturges, CTFA, ATFA at Arden Trust, discusses the traits of strong leaders, how to build trust and respect within teams, how we partner with and empower financial advisors, and the evolution of planning across the industry. Learn more about our team and how we can support you here: https://lnkd.in/g2Tjfaxd
Did you know that baby boomers – who own about half the country’s wealth – are predicted to pass on $84 trillion through 2045? According to Bankrate, experts project that younger generations will inherit $72 trillion of that total. "Arden Trust will be here to support advisors as they work with their clients to navigate through this major transfer of wealth over the next two decades," says Doug Sherry, President of Arden Trust. Read the full story from Bankrate here: https://lnkd.in/dYipMF6c
Congratulations to our August Employee of the Month, Barbara Cox! Barb is a true asset to the Arden Trust team -- she is always pleasant and willing to help guide her colleagues in the right direction. Her teammates appreciate her ability to keep processes organized and efficient. Barb embodies the concept of “one team,” regardless of organizational or geographic boundaries, and wholeheartedly embraces our goal of providing exceptional customer service to our advisors.
Randall S. Bond, EVP and Chief Fiduciary Officer at Arden Trust, discusses what makes our firm unique, the value of corporate trustees, and the significance of the generational wealth transfer. Learn more about the value of the Arden Advantage here: https://lnkd.in/df8VXDbr
Working with Arden Trust means the needs of your clients are prioritized. We know the importance of multigenerational relationships and work in partnership with you to enable a seamless process for your clients at every step of the way. Building your legacy is hard work -- and we work hard to ensure complete peace of mind that your clients' assets are protected from unintended consequences. Learn more about working with us: https://lnkd.in/gKD2xM_T