You want happier clients. We can help.
We help investment advisors, community banks, credit unions, family offices, and fiduciaries serve their clients better. We respect and protect your relationship with your clients. We provide you and your clients with services that you are not positioned to provide yourself. Your clients will be happier with your services and more loyal to you.
Here are some of the ways that we can help enhance your clients’ loyalty to you:
Our innovative TrustCard™ – We are developing a unique credit card that allows clients and beneficiaries the convenience of using a credit card instead of manual requests for distributions. We will ensure that the card is always paid on time from the designated assets and that card usage complies with applicable restrictions such as those in trust documents and caregiving instructions. Providing TrustCards to your clients will take a tremendous administrative burden and liability risk off your shoulders, allowing you to focus on the high value services you want to provide your clients.
Our corporate trustee services – Many clients need and want a corporate trustee for their family trust or special needs trust. We seamlessly partner with you to provide this service and thereby enhance your client’s satisfaction.
Our estate settlement services – When a family member passes away, the grief and disruption can cause clients to transition their account away from you. Our professional estate settlement services enhance your client’s loyalty to you and can ensure continuity of your relationship with them.
Our handling of accounts that are too small for you – We have the infrastructure and system to efficiently provide excellent service to clients with accounts that are below your account minimums. Your small clients will appreciate your referral to us.
Our ability to serve clients with complex, unusual, or hard-to-handle assets – We are an agile team with specialists in handling complex assets, including real estate and closely-held businesses.
Our investment infrastructure – For qualified investment advisers, we can provide infrastructure to create pooled investment structures (common trust funds). These funds can provide significant value to the investment adviser and to the clients who qualify.