We help you establish a robust private trust system for maximum asset protection and privacy for your family and business assets.
What is The Trust Concierge?
The Trust Concierge is a white-glove done-with-you service.
We work closely with you to establish a robust trust system to protect and defend your family or business assets.
To learn more about this service, watch the video on this page, or keep reading…
Why Private Equity Trusts?
As the famous saying goes: “There is nothing new under the sun.”
Private irrevocable trusts aren’t new – they have been around for centuries, perhaps longer, as a well-established vehicle for asset protection. Many wealthy families and businesses have used and continue to use robust layered trust systems to shield wealth and assets from taxes, regulatory oversight and lawsuits.
As with all legal contracts, trusts must be established within a legal jurisdiction to have force and effect in law.
Equity jurisprudence is a well-established legal jurisdiction that has been around for more than seven hundred years, and perhaps longer. The modern variant of equity is often called “post-1933 equity.”
Equity is the “law of fairness and right dealings among men and women” and is often considered the closest man-made law to approximate Natural Law.
Establishing a layered trust system in equity, and hiring equity-minded trustees helps to create an almost impenetrable barrier of protection for the value you create and hold.
Why Hire Us?
Our team of Advisors has more than a decade of combined practical experience bringing equity to the courts and establishing robust and durable private trusts for maximum asset protection.
We create trusts that don’t end up collecting dust on the shelf but instead are vibrant and active as they were meant to be.
Our team also excels in operational efficiency, education and recruitment, making it much easier for you to build and manage a team of well-trained trustees to help steward your assets.
With our deep knowledge and understanding of natural law and objective morality, we help you quickly find and identify trustees of high moral character and skill who are ready to help you in this very important capacity.
In the end, we can save you months, if not years of additional hard work, research and study so that you can walk the shortest path towards maximum protection for all of the value you create and hold.
How does it work and what’s included?
We work closely with you to help architect and establish a robust private equity trust system based on the absolute best practices, and in the shortest possible time.
- Dedicated Advisor. We assign an Advisor to work closely with you through the entire process. This ensures that you always have a single point of contact with our organization. The Advisor is well-versed in the subject matter and your requirements.
- Trust Indenture Creation. To be robust and effective, a trust indenture must be well-crafted and adhere to best practices. Our team will write three (3) trust indentures representing the three most common types of trusts. This step affords the biggest time savings to our clients, while preserving maximum asset protection.
- Trustee Recruitment. Other than the trust indenture itself, the trustees are the single most important aspect of a robust trust system. We save you days or weeks of searching by introducing you to fully vetted professionals to act as Grantor, Trustee or Trust Protector.
- Full Handover. We walk you through the trust indentures and the process to fully establish your private trusts. We also guide you through the process of fully establishing your trust system.
- White Glove Service. We offer 30 days of follow-up support by our team; and a 30-day complimentary membership to The Trustee Network
