Professional Administration Support for Private Plans & Trusts
No Plan or Trust can succeed unless it has proper administration in place since inception and until the point of testing. Unfortunately, it is well acknowledged that poor administration plagues the financial industry, leaving clients unnecessarily exposed to wealth-eroding planning risks and advisors at risk for professional liability.
Additionally, corporate trust companies are geared for passive assets under management and do not have effective platforms to manage private “active” business assets, nor how to administrate complex trusts protecting such assets.
As our name indicates, TRUST-CFOsm is the unique firm that understands both trusts and business. We have built proprietary administrative support systems to accommodate the complex management of private assets in order to protect, grow and preserve these growing values for our clients.
Call us today at 800-730-3020 if you need help administrating your Plan or Trust.