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.
Giving Blog
Charitable Giving
Support a worthy cause while lowering your tax bill —
a win-win situation
Charitable giving is a powerful financial tool. It provides double satisfaction — by helping a worthy cause, and possibly lowering your tax bill.
Perhaps you want to support your favorite charity, create a new program
to address a specific concern in your community, or capitalize on the business advantages and social connections often associated with philanthropic endeavors. Whatever your personal goals, charitable giving can help you achieve them. In fact, charitable giving strategies often provide solutions unavailable through traditional estate planning techniques.
Reach Us
Corporate Office
825 Lowcountry Blvd, Suite 204, Mount Pleasant, SC 29464
Palm Beach Office
1655 Palm Beach Lakes Blvd Suite 100, West Palm Beach, FL 33401
West Coast Office
5060 California Ave, Suite 620, Bakersfield, CA 93309
800-440-0442