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:
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:
THE THREE CíS OF SUCCESSFUL FAMILY WEALTH STEWARDSHIP
THE STANDARD OF CARE SPECTRUM IN THE U.S. FINANCIAL REGULATORY SYSTEM
Barclays Capital, BNY Mellon and Wilmington Trust are not subsidiaries or affiliates of MML Investors Services, LLC.