Trusts are a gateway to assets that already exist in your current book of business as well as a tool to grow the relationship you have with your clients to ensure you’ll be managing their wealth for generations to come. 90% of AUM are lost when a client passes but you can retain those investments through trusts and secure your management for future generations. We firmly believe that it is a conflict of interest to be both the trustee and investor of trust assets. Our commitment to independence means we stick to trust management and partner with advisors to be the investment experts so our clients receive the best service possible from everyone involved in their wealth management. To learn more about how working with Independent Trust Company can help grow and preserve your book of business, visit our Website.
