The White Label Trust Services Program

Compel deeper, longer generational relationships with families

 

White Labeled Trust Services

Design family asset growth, protection, transfer and taxation

 

Fusing trust services into your firm through ______________ Trust Company allows you to access a complete trust services infrastructure; keeping your clients under your umbrella for generations.

You continue to control all client relationship management, asset management, and other wealth management activities.

Statements and client communications, including trust document set-up packages, are white labeled on behalf of your firm.

 

A new practice dynamic for recruiting and retaining HNW Families more effectively . . . long into the future.

 

The Wealth Engineering Institute

A consulting firm serving the family wealth advisory community.

Coordinating with __________________Trust Company, we provide coaching, training, marketing and case design along with a cache of private labeled, client compliant “trust services” brochures, booklets and presentations for use by wealth advisory organizations.

 

___________________ Trust Company

Provides a comprehensive suite of trust services.

 _____________ Trust Company is a totally independent, privately owned, advisor-friendly trust company serving both domestic and international families. It coordinates with your organization and The Financial Engineering Institute to provide:

Advisor Branded Client Web Portals Fiduciary & Directed Trust Duties • Custodial Services Recordkeeping • Distributions • Tax Reporting • Compliance

 

The State of ___________________

One of the most wealth-friendly jurisdictions in the world.

It has the strongest asset protection laws in the United States with powerful dynamics via trust and privacy statutes for both domestic and international families.

 

The Blueprint

Utilize trust design capabilities - Domestically • Internationally

Advisor Branded Client Portal

accessing values, distributions, tracking, reporting, etc.

Engineered For

Wealth Management Firms • Legal & Accounting Firms • Broker/Dealers
Multi-Family Offices • Insurance & Investments Professionals

 

• Selected Types Of Trusts •

  • A/B Marital Trusts
  • Asset Protection Trusts
  • By-Pass Trusts
  • Credit Shelter Trusts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Constructive Trusts
  • Crummey Trusts
  • Spendthrift Trusts
  • Dynasty Trusts
  • Generational Trusts
  • Grantor Trusts
  • Grantor Retained Income Trusts
  • Qualified Personal Residence Trusts
  • Qualified Terminable Interest Trusts  
  • Special Needs Trusts
  • Spendthrift Trusts
  • Directed Trusts

FusionPowerTM

Fortify your client value proposition by fusing new services and products into your firm; creating fresh revenue and profit silos while enhancing client acquisition and retention and leveraging against controllable outside forces.