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Comprehensive Trust Services

Empowering financial institutions with expert trust services to protect and manage client assets with confidence.

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Your Clients Deserve the best

Trusted Fiduciary Solutions

At Myrias Financial, we partner with Premier Trust Company to provide your financial institution with access to comprehensive trust services. From trust administration to cash management and record keeping, we ensure that your clients' assets are managed with the highest level of fiduciary care, allowing you to offer a full suite of financial solutions.

Expert Trust Administration for Every Need

Whether your clients need revocable or irrevocable trusts, family trusts, charitable trusts, or foundations, Premier Trust Company, through our partnership with Osaic, offers expert administration services tailored to each unique situation. We provide support for a wide range of trusts, including Grantor Retained Annuity Trusts (GRATs), minor trusts, and irrevocable life insurance trusts (ILITs), ensuring that every aspect of your clients' estate planning is handled with precision and care.

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Specialized Asset Management and Fiduciary Support

Specialized Asset Management and Fiduciary Support

Beyond traditional trust services, Myrias Financial, in collaboration with Premier Trust Company, offers specialized asset management solutions such as Asset Holding IRAs for real estate and gold, and defined benefit plans for businesses. Our focus is on providing your institution with the fiduciary support necessary to manage and protect client assets effectively, all while ensuring compliance with regulatory standards. Trust services are seamlessly integrated into your offerings, giving your clients peace of mind and your institution a competitive edge.

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© 2018-2024 Copyright. All Rights Reserved.

 

Myrias Financial Management

P.O. Box 12024

Kansas City, KS 66112

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Investment and insurance products and services are offered through Osaic Institutions, Inc..  Member FINRA/SIPC.  Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or credit union.  These products are subject to investment risk, including the possible loss of value.

Senior Plan Resources, LLC is a wholly owned subsidiary of Myrias Financial Management, Inc. Neither Myrias Financial or Senior Plan Resources are affiliated with Osaic Institutions, Inc.

 

Osaic Insitutions, Myrias Financial, and Senior Plan Resources do not provide tax or legal advice.

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