Brinker Capital Wealth Advisory Provides Advisors and Clients Access to Trust Services

Brinker Capital announced that its Wealth Advisory division will work directly with First State Trust Company (FSTC), a Delaware state-chartered trust company that has been serving institutional and personal trust clients for over 30 years, to provide financial advisors and clients access to trust and fiduciary services.

Brinker Capital Wealth Advisory (Wealth Advisory) works with financial advisors to provide tailored investment solutions for high net worth and institutional investors.

Featuring a full suite of services and solutions for its clients, Wealth Advisory includes access to a dedicated portfolio management team, tax management and transition solutions, robust reporting, and specialized services provided by industry-leading partners.

As part of this offering, Wealth Advisory provides trust and fiduciary services through FSTC allowing clients to customize the management of assets related to unique family dynamics and circumstances. When utilizing trust services, advisors can integrate their client's overall investment strategy and estate plan, while taking into account the requirements of the client's trust.

Through its partnership with FSTC, Brinker Capital is able to offer its clients access to Delaware trusts, family trusts, special needs trusts, marital trusts, revocable trusts, charitable trusts, irrevocable trusts, dynasty trusts, and foundations.

"Brinker Capital recognizes the need to provide advisors and their clients a simple and effective trust services solution," said Thomas K.R. Wilson, Head of Wealth Advisory at Brinker Capital.

"The addition of First State allows us to continue to invest in our platform and deliver investment services and outcomes needed by financial advisors to support their high net worth clients."

"Many high net worth clients are going through a transition, where their priorities are changing from wealth generation to wealth preservation and transition," said Jim Okamura, President of First State Trust Company.

"The sophisticated estate planning strategies that they will employ often require a sound and service-oriented trust company. Our partnership with Brinker Capital will result in high net worth clients receiving high-quality trust services paired with premier investment management solutions."

Earlier this year, Brinker Capital announced enhancements to its Wealth Advisory division by offering a single account solution, lowering the investment minimum to $1 million, expanding the sales and portfolio management team, and partnering with select industry leaders to provide specialized services for advisors and their clients.  


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