Now there is a way to get your trust company up
and running faster, easier and with less capital

 

A true plug-in model, the Trust/Share network offers a comprehensive package of services and resources that maintain the industry’s high standards yet reduce the barriers for entry:

• Reduce start-up capital requirements from $1 to $2 million or more typically needed to as little as $100,000. Through Trust/Share’s unique shared asset structure, start-up members can meet high regulatory requirements utilizing the network’s asset base rather than having to meet capital requirements on their own.

• Reduce regulatory approval time from several months to mere weeks. As part of Trust/Share, start-up members will have automatically met many of the regulatory requirements and Trust/Share will expertly guide you through and facilitate those steps you still have to complete specific to your State.

• Reduce systems and operations development time. Trust/Share’s advanced trust management programs give start-up members client service capabilities usually not offered by new companies – such as customizable performance reports and client access for reviewing his/her account online. Add to that, the forms and procedures you need to succeed are already done and ready for your use.

• Reduce staff development time. With highly functional procedures and protocols already in place, Trust/Share can offer administrative/back-office support while a new staff develops its own core competencies, even allowing a parallel outsourcing operation to function until an eventual conversion opportunity. At the same time, Trust/Share’s training systems will help your people climb the learning curve quickly and confidently.

• Reduce ongoing operating costs. Trust/Share lets small start-up companies achieve large-scale operating efficiencies and volume purchasing power right from the start. Trust/Share’s group fiduciary insurance, for example, can save you thousands of dollars in premium costs.

At the same time that start-up operations can share the resources and operational expertise of established Trust/Share members, Trust/Share is not a franchise. You retain your independent identity and operation. Under the Trust/Share model, members manage their own account relationships, while operating the trust side of the business to the already established guidelines for things like fee schedules and operational practices and discretionary distribution requests are presented to the Trust Administration Committee for approval. You utilize the powerful array of Trust/Share services and advantages to the extent that you feel works best for your company.

If your plan is to be in the trust business, Trust/Share is a one-of-the-kind start-up opportunity… because only Trust/Share is designed to take your start-up from concept to reality.