If you’re a legal or financial professional who caters to a high-asset clientele, you should consider becoming a Deferred Sales Trust (DST) business partner. Why? Because the DST offers your clients numerous benefits when they sell their highly appreciated assets, including the following:
Financial Advisor
How Financial and Investment Advisors Can Use and Benefit From the DST Process
As a financial and investment advisor, you wear many hats as you serve your clients. Some of your important roles include the following: