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Solutions for Professionals

Kingdom Trust works with a variety of professionals and is uniquely positioned to provide industry-leading service, simplified procedures and flexible solutions to support your firm and your clients. Our professional clients include

  • Family offices
  • Registered Investment Advisors (RIAs)
  • Broker-dealers
  • Investment sponsors
  • Certified Public Accountants (CPAs)
  • Real estate professionals
  • Mutual fund companies
  • Funds of funds
  • Tax attorneys
  • Other investment and financial services firms

Kingdom Trust offers custody solutions for those already managing alternative investments to those seeking to add them to their offerings. Our clients include those needing a simpler custody solution for their firms’ investment accounts to those looking to add retirement investors to their wealth of account holders. We custody the following accounts:

  • Individual Retirement Accounts (Traditional, Roth, SEP and SIMPLE IRAs)
  • Custodial accounts for 401(k) plans, including Solo 401(k) plans
  • Custodial services for individual, joint, trust and business accounts
  • Custody of non-retirement accounts

Whether you’re required to use the services of a qualified custodian or are merely looking to take advantage of growing demand for alternative investments, Kingdom Trust is here to help.

Our customized solutions and experience with a wide range of alternative asset choices like private equity and debt will complement your current offerings and enable you to serve a wider range of clients. Kingdom Trust simplifies the complexities of custody and enabling our professional relationships to focus more on their client relationships.

As a passive, non-discretionary custody, Kingdom Trust will serve as an extension of your business. We provide a transparent back office solution with the following benefits, among others:

  • Direct access: a Relationship Manager will serve as a single point of contact dedicated to your specific needs, ensuring you and your clients receive the account maintenance and service you expect and deserve
  • Back-office service: we help you meet your regulatory requirements with clear lines of accountability, proper reporting mechanisms and other timely administrative work to allow you to focus on your day-to-day
  • Account visibility: with client authorization, you may track account opening, funding and current investment activity via a secure online portal
  • Continual education: we provide regular, complimentary information and resources like articles, eBooks and more to assist you in educating clients about regulations, industry news and other updates
  • Transaction processing: timely processing of deposits and investment directions by an experienced team of accounting and operations professionals
  • Statement access: we deliver statements to fund participants at least quarterly
  • Required reporting: we process and submit annual IRS documents like Form 1099-R and Form 5498

Furthermore, our firm does not sponsor or sell investment products or opportunities and will not otherwise compete for your clients’ business. Kingdom Trust also does not offer tax, legal or investment advice.

To learn more about our solutions for professionals, click on any of the areas in the sidebar or below corresponding with your field: