The Leader in Private Retirement Trustsm Administration

TRUST-CFO is the exclusive administrator for the Private Retirement TrustSM (PRTSM) and has pioneered a patent-pending administration process that attends to every risk management aspect of the planning process, to enforce protection rights to clients, enhance capital benefits to participants, and ensure preservation of principal for beneficiaries.

The following Administration PROCESS has been battle-tested and proven to maximize defense, enhance profitability, and ensure preservation for our valued clients and supporting advisors.

  • PRT DIAGNOSTICsm
  • PRT ANALYZERsm
  • PRT ACCELERATORsm
  • PRT ASSESSMENTsm
  • PRT BENCHMARK TRACKERsm

There are very few firms that understand both business and trusts and have a system to optimize protection and risk management while also supporting critical cash flows to private investments assets.

TRUST-CFOSM helps to maintain and improve a productive business or investment strategy while providing ultimate defense – allowing clients to reach their planning objectives with much less risk and stress.