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Institutional Services

Qualified Opportunity Zone Funds: What You Need to Know

Opportunity Zone Funds provide significant tax incentives, as well as the potential to benefit communities across the U.S. and its territories. Millennium Trust’s unique expertise in the custody of alternative assets can help fund managers meet regulatory requirements and gain credibility with investors.

Video

Our Role as Custodian

We often get asked, "What exactly do you do as a custodian?". This video explains what we do as your custodian, why our role is necessary and the services we provide.

Video

Custody Role Critical to Success of Nascent Opportunity Zone Fund Market

Under new legislation, the Opportunity Zone Program presents exciting opportunities for real estate developers, fund managers and investors, with the potential to benefit communities across the U.S. and its territories. Learn how working with a qualified custodian can help attract investors and achieve fundraising...

White Paper
3 minute read

Glide Capital Allies with Millennium Trust for Alternative Asset Custody Solutions

Learn how Millennium Trust’s alternative asset custody solutions deliver operational efficiencies, competitive pricing, and exceptional client service that have helped Glide Capital win clients and grow its onshore business.

Case Study
2 minute read

JVM Allies with Millennium Trust to Deliver Alternative Asset IRA Solutions

Learn how Millennium Trust provided self-directed IRA solutions that allowed investors to invest qualified investments in real estate products, and helped an institutional client target a new market and add millions in assets under management.

Case Study
2 minute read

HCG Allies with Millennium Trust for Fund Custody Solutions

Learn how Millennium Trust helped position this investment fund for growth by implementing a fund custody solution that provided oversight and transparency, addressing lender and investor concerns about transparency and the safekeeping of assets.

Case Study
2 minute read

The Case for a Custodian

The Custody Rule under the Investment Advisers Act of 1940 requires that registered investment advisors’ client funds and securities be maintained with a qualified custodian. Choosing the right custodian is one of the most crucial decisions that a fund manager makes. With the right custodian and other service...

White Paper
6 minute read

Institutional Custody Solutions

Whether launching a new fund and planning to raise capital or operating an established fund with significant assets under management, we help funds and organizations meet custody requirements and investor demand for transparency.

Fact Sheet
3 minute read

Specialized Custody Solutions

Millennium Trust has a thorough understanding of the regulations and overall complexities involved in alternative asset custody. With more than a decade of experience providing custody solutions for many major financial institutions, investment sponsors and advisors, as well as individual investors, we not only...

Fact Sheet
2 minute read

Getting to Know Your Custodian

A qualified custodian provides your clients with the transparency that the custody rule requires. Our specialized custody solutions complement other investment services, helping you serve a broader range of investor needs and making it easier for you to do what you do best.

Fact Sheet
6 minute read