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Navigating the Process of a Spousal Lifetime Access Trust (SLAT)
Want to leave more for your kids and less to the government? Gift and estate tax exemptions are the highest they’ve ever been and are set to change at the end of 2025. Give more to your heirs with spousal lifetime access trusts (SLATs), one of the most popular vehicles to “lock in” exemptions.
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You have dreams, and we want to help you achieve them. That’s why your wealth advisor will develop a wealth management strategy focused on what is important to you. We look at all aspects of your financial life. Our coordinated approach is meant to simplify the wealth management process.
We will partner with you to create a comprehensive wealth plan that incorporates:
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- Estate Planning
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Navigating the Process of a Spousal Lifetime Access Trust (SLAT)
Want to leave more for your kids and less to the government? Gift and estate tax exemptions are the highest they’ve ever been and are set to change at the end of 2025. Give more to your heirs with spousal lifetime access trusts (SLATs), one of the most popular vehicles to “lock in” exemptions.
Download our article to learn more.
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Barron’s has ranked our firm No. 5 out of nine Mega RIA firms in 2026, up from No. 6 in 2025. From 2016-2024, Mariner ranked among the top five firms on the Barron’s Top 100 RIA Firms list each year. As a nationally recognized financial services firm with a local presence across the country, we bring together advisors and resources to help clients pursue their broader financial goals.
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Barron’s Top RIA Firms: Barron’s awarded 2026 #5 (Mega RIA), 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for multiple affiliated registered investment advisers operating under the Mariner brand. The rankings reflect aggregated data from these affiliated investment advisers and do not reflect the assets or business of any individual Mariner investment adviser on a standalone basis. The 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) were based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2026 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, Mariner has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. Beginning in 2025, Barron’s has ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, Barron’s selects firms that manage 2% or more of the total assets of all ranking applicants. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024), 109 (2025-2026). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.