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News Abstract
By: PointLine Media Research & Editorial Team
October 22, 2026
Next Generation Trust Company is partnering with independent financial advisors to simplify the inclusion of alternative assets in client portfolios. The firm provides custodial and administrative services for self-directed IRAs, covering non-traditional holdings like real estate, precious metals, and private placements.
CEO Jaime Raskulinecz notes that many advisors avoid alternative assets due to the complexity of managing them. By outsourcing the custodial and transactional workload to Next Generation, advisors can maintain their standard fee structures and client relationships without needing to manage the assets directly.
The company maintains a neutral stance, explicitly avoiding investment advice or product recommendations. This model allows advisors to diversify their service offerings while ensuring they remain the primary point of contact for their clients' financial strategies.
The financial advisory industry is seeing a shift as retail investors increasingly seek diversification beyond standard public equities and bonds. As digital assets and private investments become more mainstream, traditional wealth managers are under pressure to provide access to these classes without compromising their fiduciary responsibilities or operational efficiency.
Third-party custodians are filling this gap by handling the technical and regulatory requirements of alternative asset management. This trend allows advisors to broaden their expertise and provide a more comprehensive, holistic approach to wealth management in an evolving market environment.