For All Trusts
Independent Trustee
& Trust Management Services
We provide trust management, trust compliance, independent fiduciary, investment oversight, and trust administration services. Our mandate is to make sure your intentions are seamlessly executed. We do not sell products, churn accounts, or take hidden commissions. We are independent of institutions but do not insist on exclusivity. We are a fixed fee-based professional administrator and we often quarterback, collaborate with and oversee other advisors including attorneys, accountants, money managers, insurance and similar professionals.
We administer and manage a variety of complex trusts, including:
Independent Teammate Trusts - TRUST MATE ™
Asset Protection & Self-Settled Trusts
Philanthropic Trusts
Revocable Trusts
Irrevocable Trusts
Credit Shelter & Marital Trusts
Grantor Retained Annuity Trusts
Oil, Gas & Mineral Trusts
Life Insurance Trusts
Qualified Residence Trusts
Generation Skipping Trusts
Defective Grantor Trusts
Judicial Settlement Trusts
Special Asset Trusts (Real Estate, Art, etc)
Our New Independent Teammate Trust
Trust Mate ™
Independent Teammate Trusts - - Our proprietary Managed Asset Trust for Enterprises known as the TRUST MATE™ is the solution for managing sophisticated enterprises and alternative assets. A TRUST MATE™ applies active enterprise management to solve succession, arm’s length, conflict of interest, independent supervision, and entity expertise issues in one place. Successful modern entrepreneurs often have wide interests across multiple industries and jurisdictions utilizing numerous corporate entities. Turning over supervision of any one or many such entities requires an administrator that is also an experienced operating executive with a multidisciplinary skill set. TRUST MATE™ can be utilized for a single entity or be stacked in series to manage multiple entities across large integrated enterprises. A blind TRUST MATE™ may be tailored to special situations such as long term or temporary government, diplomatic, or executive-in-residence service.
