Alliance Programs

At First State Trust we understand that our wealth management partners develop strong relationships with their clients. Through our alliance partnership program, your clients maintain that relationship with you as their investment advisor while adding FST as a professional trustee, agent, or custodian. Together we can provide a comprehensive solution for the client’s evolving needs.

Building Strategic Partnerships with Financial Advisors Across the Country

Our strategic alliances allow clients to have the best of both worlds – combining world-class wealth management providers with the professional trust administration services of First State Trust (“FST”). Our platform enables advisors to concentrate on managing their client relationships and providing investment advice. Let FST complement your investment advisory services with a suite of solutions for institutional and personal trust clients, including:

  • Corporate Trustee & Fiduciary Services
  • Personal Trust Services including Principal & Income Accounting & Reporting, Discretionary Distributions, Discretionary Investment Management, Annual Tax Preparation & Filing, and Special Asset Administration
  • Institutional Trust Services including Certified Trust Statements, Annual Employee Benefit Reporting Package with 5500 Summary, Master Trust Services, Benefit Payments, and 1099 Tax Reporting

If your wealth management firm is interested in the Alliance Program, please contact Jacqui Jenkins at 561-515-6156 for more information.