Print
Banking & Finance

Live Oak Grows Again With Trust, Estate Services

By Jenny Callison, posted Oct 4, 2019
Live Oak Private Wealth, an SEC-registered investment adviser and subsidiary of Live Oak Bank, has launched trust and estate planning services for its clients, the bank announced last month. The new services are provided through a strategic partnership with Alliance Trust Company of Nevada.
 
“Establishing a trust takes careful consideration and skilled fiduciary professionalism,” Andy Basinger, managing director of Live Oak Private Wealth, said in the release.
 
“Live Oak Private Wealth’s trust and estate services allow for privacy preservation, continuous management, estate tax minimization, as well as elimination of challenges to the estate and avoidance of probate,” the release stated.
 
Live Oak Private Wealth sees the new services as an enhancement of the “expertise and personal attention” the team is able to offer its clients, according to the release.
 
“Our partnership with Live Oak expands its out-of-state estate planning capabilities without disrupting their personalized approach in serving their clients,” said Alliance Trust Company of Nevada President Greg Crawford.
Ico insights

INSIGHTS

SPONSORS' CONTENT
Andybasingerliveoakprivatewealth headshot

Financial Planning Through The Lens Of A Navy SEAL

Andy Basinger - Live Oak Private Wealth
Burrus rob headshot 300x300

Masters Of Science In Finance 4+1 Program At The Cameron School Of Business

Robert Burrus - Cameron School of Business - UNC-Wilmington
Carolinemontgomery4

New Dec 2020 Government Stimulus and Programs

Caroline Montgomery - Adam Shay CPA, PLLC

Trending News

Builder's 10-year Plan Includes Up To 5,000 Homes In Southern Pender

Cece Nunn - Jan 19, 2021

Cameron Art Museum Welcomes New Board Members, Appoints Officers

Christina Haley O'Neal - Jan 19, 2021

Officials To Consider Revised Agreement For Government Center Redevelopment

Cece Nunn - Jan 18, 2021

NHC Commissioners To Consider $25K For Genesis Block's Accelerator

Christina Haley O'Neal - Jan 18, 2021

IronGate Partners' Alex McDonald Earns CFP

Christina Haley O'Neal - Jan 19, 2021

In The Current Issue

A Closer Look At The Year Ahead

While COVID-19’s impact on the economy will remain a focus this year, other expected newsmakers in 2021 include New Hanover Regional Medical...


Programs Aim To Build Workforce

The construction and IT sectors are the focus of new collab­oratives forming this year to address the area’s workforce develop­ment needs....


Local Advisers Share New Year Tips

With the market tumult of 2020 behind us, financial ad­visers are ready to help their clients navigate the possible challenges and opportuni...

Book On Business

The 2020 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2020 Health Care Heroes
2020 WilmingtonBiz 100