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