Successor Custodian Relations

Pacific Premier Trust specializes in successor custodian services, and provides a streamlined process for you to transfer retirement accounts holding alternative assets to us — while retaining control of your client relationships. Through successor custodian relationships with top U.S. wealth managers, we’ve on-boarded more than 15,000 accounts and built a nationwide reputation as one of the industry’s most trusted and experienced custodians.

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Asset Review & Administration

• Expertise in IRS rules and regulations regarding retirement accounts and alternative assets.
• Comprehensive understanding of alternative investments, including private equity, private funds, real estate, and notes.
• Proven ability to effectively administer an extensive range of alternative assets throughout an investment’s lifetime.

Premier Service

Our industry-leading technology ensures a smooth successor custodian transition process for you and your clients.

• Our experienced transition specialists possess expert knowledge of alternative assets and retirement account regulations.
• You’ll receive dedicated support from our Relationship Management and Service Teams.

Customized Support

Pacific Premier Trust can create a password-protected webpage hosting an assortment of customized advisor tools, including:

• Business and Operational FAQ
• Custom Landing Pages
• Dedicated Contacts, Phone Line, and Email Addresses
• Advisor/Client online account guides
• Easy integration with Portfolio Management systems, including Addepar, Advent, DBCAMS, and PortfolioCenter

Contact a Professional

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