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For Professional Financial Advisors

For Brokers, Money Managers, Insurance Agents & Other Financial Advisors

Need complementary services? We are here for you.

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An Unbeatable Partnership

You Invest. We’ll Do The Rest.

Grow your book of business.

trustees for advisors

Investing is what you do and it’s working well. So protect your niche and relationships by enhancing your wheelhouse – talk to your existing clients about trusts.

At ITC, we are obsessed with creating enduring win-win relationships with advisors by helping to build their book of business through trust. Trust is a tool to help protect and prolong existing relationships while connecting with the next generation. Because trust management and administration are all we do you can rely on us to help keep investment relationships for decades to come.

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Trust Administration

Trust Services – It’s All We Do

Your clients deserve professional trust services.

In addition to our experienced trust professionals, we deploy proprietary monitoring and reporting technology. When you partner with us, you can expect documentation that is:

  • Accurate
  • Timely
  • Understandable and
  • Thorough

Learn more about the services we provide to professionals.

Trustee Services
trust administration 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.

Expand Your Business Today

Trust Opportunities For Advisors

Talk to your current clients about their personal involvement or the involvement of their family members with trusts.

Ask your clients

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.

Most clients are unhappy with their existing trustee for a myriad of reasons, and few know where to turn. You are already trusted so start the discussion knowing that we are here to help.

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Testimonials

What Our Clients Say About Us



“I have been a client of ITCOA for a number of years. I have always found them to be very professional and highly knowledgeable.”



“They are responsive, courteous and helpful. I can speak with them about my account and they are excellent listeners!”



“They deliver the services and results of a top-tier company. I would recommend them without reservation.”
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Fiduciary Duties

The Advantages Of A Corporate Trustee

As a corporate, or professional, trustee for your clients — we:

Safeguard family relationships with our impartiality.

Create checks and balances for financial decisions.

Provide continuity of service.​

Navigate complex legal, regulatory and tax matters.​

Get Free Trust Review

Book Your Free
15-Minute Consultation

Free trust document and estate plan review available.

Connect with our friendly, knowledgeable people to discuss:

  • Understanding the provisions of your trust
  • What the grantor of the trust intended to provide and on what basis
  • Who can hire and fire the trustee of your trust
  • Why distributions may differ between the beneficiaries of the trust
  • Who can serve as trustee of your trust
  • What are the costs typically associated with administration of a trust
  • Types of trusts and the different roles of stakeholders
  • Insights on best practices from a professional trust administrator
  • Additional provisions that you might consider including in a trust.
  • Where to domicile your trust and why it can save you money

Trust Management

You Want The Best For Your Family

Get the best know-how.

Delivering in-depth, personalized, objective service in a candid and common-sense manner is at the core of what we do.

You can rely on the integrity of our advisors.

Contact Us Today
We help families succeed with generational wealth transfers by preserving their assets – as well as their legacy.
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