The only trust company created just for Advisors and their clients.
We believe in challenging the status quo of the corporate trust company industry. We think differently. We believe beneficiaries and advisors should have the power to choose their own financial solutions.
We challenge the status quo by knocking out the traditional rigid trust company walls. As the corporate trustee, our only focus is trust administration. Our trust services are efficient, non-interruptive and designed to support the advisor, not undermine them.