Personalized & Proactive Trust Solutions

Beneficiaries
We are trustees for families that benefit from trusts. Our services are tailored to meet the needs of diverse beneficiary groups and complex wealth profiles. We offer a personalized, conflict-free strategy with the focus on your needs.

Trustees
We are your objective, professional consultant, agent or co-trustee, working with individuals as well as professionals currently serving, or who have been asked to serve, as a trustee.

Advisors
We empower financial advisors by providing platform access to high- level trustee services and experienced, quality resources. ITC is a preferred provider for numerous national custodial platforms, broker dealers & RIA’s.

Attorneys
We partner with attorneys to provide the support, resources, and trust administration expertise they need
to deliver exceptional and enduring estate planning solutions to their clients.