Unmatched resources, support and assistance

 

Designed as a cooperative model to serve the financial industry’s need for services, Trust/Share provides a unique structure that allows trust companies, professional fiduciaries and investment advisors with a means to share critical resources, knowledge and costs; yet retain independence in the day-to-day management of their business and client relationships.

The Trust/Share network offers members powerful start-up and operational advantages with over $250 million in shared assets, an established regulatory base, sophisticated administrative software and years of in-depth trust experience. Members enjoy faster, easier entry into the industry as well as valuable ongoing operational support, cost advantages and capital flexibility.

Trust/Share’s operating model is based on the reciprocal agreement with 43 states. The network’s founders and two principle officers collectively have 45 years of experience owning, operating and growing their own highly successful trust companies while the Trust/Share staff supports members with over 200 years of combined industry background and expertise.

It is this established assistance and shared capital structure that makes Trust/Share the best way for trust professional to enter the industry; for existing trust companies to gain the operational efficiencies and capital flexibility to jump to the next level; or for financial advisors with substantial trust assets under advisement to protect their client relationship.