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Successor Custodian Relations

Dedicated to the custody of alternative assets.

Key Features

  • Asset Administration
  • Premier Service
  • Technology Leadership
  • Customized Support
  • Bulk IRA Conversions

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.

  • 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.

With more than $17 billion in assets under custody, we are the trusted custodian of 40,000 unique assets (as of 9/30/2022).

  • 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.

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

  • Custodian Connect™ APIs enable investment platforms to develop a fully integrated end-to-end paperless process.

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

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Individuals and Professionals – Open Account

855.453.4960
M-F 7:00 a.m. – 5:00 p.m. MT

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