About Us

MISSION STATEMENT

The Aligne Wealth practice stewards professional advisors and client familiesí understanding of wealth preservation and its impact and challenges on future generations, and the communities around them. This vision has led Aligne Wealth to build the premier independent, non-captive corporate trustee advisory and retirement services practice offering products and services through the following Office of the Comptroller of the Currency (OCC) regulated institutions:


FAMILY WEALTH STEWARDSHIP

Our primary work with client families is centered on the core elements of Family Wealth Stewardship:
Copy, Capital, and Consequences, and deftly navigates their interrelation.

For further education on this subject and how we work with clients, please view the following videos:

Trustee

THE THREE CíS OF SUCCESSFUL FAMILY WEALTH STEWARDSHIP

Threee c's

THE STANDARD OF CARE SPECTRUM IN THE U.S. FINANCIAL REGULATORY SYSTEM

Standard care

Barclays Capital, BNY Mellon and Wilmington Trust are not subsidiaries or affiliates of MML Investors Services, LLC.

CRN 201503-169482