PRIVATE LABEL TRUST SERVICES OFFERING
TRUMPLER WEALTH CONSULTING
has extensive experience in building and managing a Private Label Trust Services capability.
Typically, Private Label Trust Services are of interest to:
Banks which have no trust charter or have not previously offered trust services, and want to offer trust services without the governance and expense
of obtaining a charter or creating a trust department
Family Offices, both single and multi-family offices, which desire to provide family members with a dedicated trust solution for family trusts
Law firms specializing in Trust and Estate work, seeking to establish
a reliable recurring revenue stream
Financial Advisors, including Registered Investment Advisors, desiring to offer more services to their clients and to provide them
with another stream of recurring revenue
TRUMPLER WEALTH CONSULTING
can assist in planning a PLT offering by:
Assessing the viability for your market and business model
Structuring the offering to comply with the client's charter
Ensuring regulator approval of the offering
Providing step by step assistance through a comprehensive process from A to Z
Advising on marketing and PLT client relationship management