America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 24
2026 ADVISOR-FRIENDLY TRUST COMPANIES
ALLIANCE
TRUST
Lou Robinson
President and CEO
Alliance Trust Company of Nevada
50 W Liberty St, Ste 500, Reno, NV 89501
www.alliancetrustcompany.com
In the face of ongoing global
uncertainty, Nevada has
emerged as the go-to for
domestic and international
families seeking solutions
and a trusted partner, due to
some of the most favorable
trust laws in the world.
At Alliance, we’ve
spent the last few years
intentionally building a team
that can handle whatever
comes our way. Our team
includes experienced JDs,
CPAs, and CTFAs, all focused
on solving complex client
needs and supporting their
professional relationships.
Our mission is to protect,
grow, and preserve family
wealth through expert
fiduciary service, deep
technical knowledge, and
a personal high-touch
approach, always committed
to being of service to our
clients and our community.
We’re proud of what
our people accomplish
every day, and we look
forward to showing you why
Alliance Trust continues to
stand apart in the trust and
fiduciary industry.
We Are Nevada.™
Alliance Trust Company of Nevada works with attorneys, financial
advisors, CPAs, and insurance professionals from around the world
to provide flexible trustee services and the benefits of Nevada trust
laws. Founded in 2005, Alliance is an independent trust company, not
a subsidiary or affiliate with any brokerage house, insurance company,
or bank. Our team provides comprehensive trust administration, trust
settlement, and estate settlement services, supported by a dedicated group
with deep expertise in trust and estate settlement that has significantly
expanded our capabilities and positioned us among the most qualified firms
offering these specialized services. We engage with our clients and their
established teams of professionals without interference or influence.
Alliance is structured to enhance the advisor-client relationship, never
to disrupt it. Advisors partnering with Alliance deliver increased value,
protection, and specialized expertise to clients worldwide, while Nevada’s
trust laws offer some of the strongest advantages in the country for asset
protection, flexibility, dynasty timeline (365 years) and collaboration among
parties to a trust.
Nevada leads the nation in both domestic and global asset protection
while having the most favorable trust statutes. Many of our clients benefit
from the advantages of Nevada’s laws and regulations concerning trust
administration and asset protection:
• Self-settled spendthrift trusts (also known as domestic asset protection
or Nevada asset protection trusts)
• Dynasty trusts that can last for 365 years, skipping many generations for
estate tax purposes
• No state or corporate income tax
• No exception creditors under Nevada law
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
CROSS-BORDER ESTATE
PLANNING
SPECIAL NEEDS TRUST
FORMATION
DIGITAL ASSET ESTATE
PLANNING
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR
BLENDED FAMILIES
SUSTAINABLE ESTATE
PLANNING
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
24
New business contact:
Lou Robinson
President and CEO
Phone: (775) 297-4000
Email: lrobinson@
alliancetrustcompany.com
Website: www.linkedin.com/
company/alliance-trustcompany/
CONTACT
States chartered/licensed
in: Nevada
Average account size:
$10 million
Total assets (AUA): $7 billion
Custodians supported:
All major domestic and
international
Number of relationships with
advisors: 1,400
Fees
Annual minimum fee: $5,000
Fee scale (directed and
delegated trust services):
Pricing tailored to each
relationship, based on the
scope of work, assets,
complexity, and fiduciary risk.
Number of in-house
experts: 40+
Trust accounting system:
TrustNet
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new
trust: Seven days once all
appropriate documents have
been received
Marketing support includes:
Account transfer support,
client-facing materials, fact
sheets, marketing brochures,
and dedicated team to
support advisors
Disclosures: Any documents
or emails provided by Alliance
serves to provide general
information and should not be
used for legal purposes or tax
preparation. Instead, please
refer to official tax documents.
Alliance encourages you
to consult legal counsel for
document creation and legal
advice, and to consult with your
tax professional regarding tax
preparation and tax advice.
