You don’t ever have to lose an account to a trustee

It happens all the time – a financial advisor or broker has a strong, long-term relationship and a sizable investment portfolio with a client when due to one circumstance or another, the assets must be transferred to a trust and suddenly the account is gone from your business.

 

Trust/Share offers a contingency plan in those cases when a client’s death or incapacitation requires the assets be put in trust, or as part of estate planning, clients simply decide to place their investments in a charitable or irrevocable trust. Instead of those accounts being transferred out of your business to a trust company, Trust/Share’s friendly trustee model allows you to offer trust services by outsourcing trust administration. That way you retain management of the account. With a Trust/Share friendly trustee relationship, you:

 

• Protect your established client relationship and your role as financial advisor. You manage performance measurement, presentation and interaction with the client.

 

• Continue to direct investment of the portfolio, utilizing your recommended investment vehicles.

 

• Preserve your income.

 

• Broaden the financial management services you can offer clients.

 

As the number of people investing continues to broaden, awareness of trusts and the role they play in financial planning and management has grown rapidly. Today, more people than ever are interested in trusts and a Trust/Share friendly trustee relationship is a smart addition to your role as a professional financial advisor or investment broker all with no out-of-pocket expense to you, and access to discounted fiduciary fees for your client. The best of both worlds… your continued investment management with an independent professional trustee at below market prices