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855-758-7878

Call 855-758-7878

For Financial Professionals

You Invest. We’ll Do The Rest.

As a financial advisor, integrating trusts into your client offerings allows you to address complex wealth management challenges that go beyond traditional investment strategies.

Trusts provide a structured way to protect assets, manage distributions, and plan for multigenerational wealth transfer services that often require ongoing management and oversight.

By guiding clients to establish trusts and collaborating with professional trust providers, you create opportunities for longer-term engagement and deeper relationships. This not only helps retain existing clients but also attracts high- net-worth prospects who value comprehensive, coordinated wealth solutions.

Ultimately, offering trust-related services can expand your AUM by increasing assets held under professional management and positioning you as a trusted advisor for more sophisticated financial planning needs.

Independent Trust Company was founded on the principle that it is a conflict of interest to both invest and serve as trustee. Our goal is to help you build a multi-generational book of business through trust services.

Did You Know?

Over $30 trillion in investable personal trust assets are managed by individuals acting as trustees. Furthermore, most individual trustees – family members, attorneys, accountants – don’t want or enjoy the role.

The Golden Questions

Help clients maximize their wealth.

For your clients that currently have a trust, we can assist you in educating them on the benefits of a corporate trustee and the process of replacing a trustee.

Start the conversation during your next annual review! Ask your client:

Are you or anyone in your family involved with a trust?
When was the last time your trust was updated?
Are you happy with your current trust provider?

Advisors who start asking The Golden Questions consistently find and win new business.

Trust Services For Financial Advisors

If you are an independent financial advisor you may be surprised to learn how many of your client’s families are involved with a trust. Advisors that include trust services in their business plans preserve relationships across generations. Teaming with ITC, your firm can offer clients a full suite of estate planning and trust management services.