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
Headshot2 3182020512

Strategies For Increasing Energy Efficiency In A Home

Chris Jones - Green Dot Heating & Air
Aaeaaqaaaaaaaaidaaaajdhiztrkodm0lte2yjetngrkmy1hotrmltawmdvlmwqyztmymw

The CIE: Distanced, Not Disengaged

Diane Durance - UNCW Center for Innovation and Entrepreneurship
Dallas headshot 300x300

Where To Start

Dallas Romanowski - Cornerstone Business Advisors

Trending News

Major Facility Planned By Food Bank On Former Grocery Store Site

Cece Nunn - Aug 6, 2020

Cleaning Up Hurricane's 'big Sloppy Mess' On Water Street, Other Damage

Cece Nunn and Christina Haley O'Neal - Aug 4, 2020

Business Owners React To Extended State COVID-19 Restrictions

Christina Haley O'Neal - Aug 6, 2020

Search Committee Forming To Find The Next WDI Leader

Christina Haley O'Neal - Aug 5, 2020

After Massive Outages, Crews Work To Restore Power

Christina Haley O'Neal - Aug 4, 2020

In The Current Issue

Distilling A COVID-19 Necessity

Just a few months in to operatĀ­ing their distillery in downtown Wilmington, End of Days Distillery founders Shane and Beth Faulkner found th...


Sparking New Life For City's Downtown

From Thursday through Sunday, pedestrians rule some city blocks that shut down to traffic as busiĀ­nesses take to the streets to expand occup...


Major Project Would Impact Southport

The developer of River Place in downtown Wilmington is partnering with Bald Head Island Limited on a nearly 400-acre development dubbed Proj...

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 Leadership Accelerator: Virtual Workshops for Real Leaders
2019 Health Care Heroes
August 26, 2019 Power Breakfast: A Healthy Sale?
2019 WilmingtonBiz Expo Keynote Lunch - CEO, nCino, Pierre Naude`