Giving

Establishing and managing a trust can be complex

It requires professional expertise in trust laws and administration, as well as the proper operational infrastructure.

Traditional Approach

 

Our Approach

 

Our approach is to partner with established trust companies

This allows us to tap in to their organizational strengths and deliver a full range of Professional Trustee Services.

Our Trust Partners

 

RBC Trust Company (Delaware) Limited

  • Focus on high net worth clients

  • Target trusts of $1,000,000 +

  • Established in 1914
  • Specializing in Discretionary Trusts, Delaware Directed, Dynasty Trusts, and Delaware Asset Protection Trusts

City National Bank

  • Focus on high net worth and ultra- high net worth clients
  • Target trusts of $1,000,000 +
  • Established in 1954
  • National Bank Charter allows for trust administrative services in all 50 states
  • Trusts with Real Estate and other unique assets
  • Specializing in irrevocable trusts, Delaware Directed Trusts, and Special Needs Trusts

TCA TrustCorp America

  • Focus on mass affluent and affluent
  • Target trusts of $500,000 +
  • Accepts trusts of any size
  • Established in 1994
  • Offers comprehensive administrative services for a competitive fee

South Dakota Trust Company

  • Focus on high net worth clients
  • Target trusts of $1 million +
  • Established in 2002
  • Specializes in Directed Trusts, administers all types of non-financial trust assets

Comerica Bank And Trust

  • Focus on high net worth and ultra- high net worth clients
  • Target trusts of $500,000 +
  • Established in 1894
  • National Association allows for trust administrative services in all 50 states
  • Offers personal and institutional trust services, including estate settlement. Specializes in Directed Trusts, Special Needs Trusts, with expertise to handle unique and specialty assets, such as closely-held businesses, mineral interests, non- financial assets

Trust Services

Learn more about our Trust Services

Download this free brochure.

Reach Us
Corporate Office

 119 Simmons St             Mount Pleasant, SC 29464

Palm Beach Office

1655 Palm Beach Lakes Blvd Suite 100, West Palm Beach, FL 33401

800-440-0442

info@libertypfs.com

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