Independent Trust has been recognized as one of the fastest growing companies(opens in a new tab) in the United States by Inc Magazine for two years in a row. We are proud of our world class trust platform that leverages proprietary software and integrated processes has achieved market leading efficiency and success.
As a corporate fiduciary we are able to serve as a trustee, co-trustee or the primary trustee’s Administrative Agent.
REVOCABLE & IRREVOCABLE TRUSTS
GENERATION-SKIPPING TRANSFER TRUSTS
ASSET PROTECTION TRUSTS
QUALIFIED TERMINAL INTEREST PROPERTY (QTIP) TRUSTS
SPECIAL NEEDS TRUST
WE’RE IN THE BUSINESS OF TRUST
Independent Trust empowers trust families by maximizing the growth and support a trust can provide. We work with you and your objectives to find suitable investment management while avoiding potential conflicts resulting from internal investment products or other misaligned interests. This independence allows us to be your advocate for maximizing your family’s trust as it was intended.
WHAT WE DO
- Assure that trust goals are followed as intended/written
- Deliver on trust requests promptly
- Provide timely, client friendly reporting
- Monitor and review investment performance and asset quality.
WHAT WE DON’T DO
- Invest trust assets
- Invest your assets in internal or proprietary products; we don’t have any
- Act as a subsidiary of any bank or brokerage
- Engage in conflicts of interest
Each client has an Account Representative who assures paperwork is complete, all signatures are obtained and all aspects of the account are correctly originated and serviced
Our review, acceptance, onboarding and administration of trusts is a clear, client-focused process
We walk clients and advisors through all administrative processes: no one is left with a planning puzzle to put together
Our team of trust, investment, tax and financial professionals work together to assure your needs are met. We also act as a liaison between legal advisors and the courts.