Establishing and managing a trust can be complex, requiring professional expertise in trust laws and administration, as well as the proper operational infrastructure. Our approach is to partner with established trust companies, tapping into their organizational strengths. This allows us to deliver a full range of professional trustee services.
Our partners can administer all types of trusts, including revocable, irrevocable and charitable, among others. Trusts can hold all types of assets, such as financial, real estate or personal property in multiple jurisdictions nationwide.
The following is a very brief description of our Professional Trustee Services providers:
| City National Bank | Comerica Bank and Trust, N.A. | RBC Trust | South Dakota Trust Company | TCA TrustCorp America | |
|---|---|---|---|---|---|
| Capacity | |||||
| Non-Directed Trustee | |||||
| Directed Trustee | |||||
| Co-Trustee | |||||
| Agent for Trustee | |||||
| Personal Representative | |||||
| Executor | |||||
| Investments | |||||
| Advisor | |||||
| Resource II | |||||
| RBC Unified Portfolio | |||||
| IAG Program | |||||
| Brokerage Account | |||||
| Comerica Managed | |||||
| Target Trust Size | $1,000,000 | $750,000 | $1,000,000 | $1,000,000 | $500,000 |
| Minimum Fees | $6,000 | $4,000 | $6,000 | $6,000 | $2,500 |
| Setup Fees | $0 | $0 | $0 | $2,500 | $500 |