What is trust advisory?
Protecting assets, interests and wealth isn’t a “one and done” exercise.
Rather, proper stewardship and administration of assets requires ongoing oversight.
That’s because new threats, risks and liabilities can and will arise at any time.
Trust advisory helps mitigate these risks by providing periodic review and assessment of trust operations and administration, as well as evaluating actual and potential threats early in the process.
A trust advisor is a flexible, fractional non-fiduciary role and trust office that helps strengthen a trust system, making it more robust and resilient in dealing with both public and private matters.
Trustees can be advised annually, quarterly or as required based on the evolving needs of the trust system.
Who can benefit?
Trust advisory helps trustees of both new and established trust systems to fulfill the duties of their office more effectively.
Advisory helps implement both proactive and reactive strategies.
Proactive strategy helps trust systems grow the value of assets, operate more privately, and tap into new opportunities to fulfill the ultimate mission of the grantor.
Reactive strategy helps trustees defend against emergent threats, claims and risks by minimizing harm and maximizing a fair and equitable outcome.
Ultimately, the beneficiaries emerge as the big winners, with their equitable interest being more robustly protected and preserved over time.
Example Use Cases
Trust advisory can help with a multitude of use cases, and here are just a few examples:
How it works
Our trust advisory service is fractional and flexible, allowing you to utilize it in the manner that best fits your needs.
We typically assign a single trust advisor as a point-of-contact to work closely with you throughout the engagement process.
All advisory meetings are conducted online via video conference call. There is also an option for in-person meetings when appropriate or required.
Next steps to get started
Select from the 3 tiers below, or use the button to schedule a free discovery call with an advisor to explore further.
* Available only in North America.