Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, December 5, 2012

Trust Advisor Launches “Trust Concierge” To Match Advisors With Friendly Trust Firms

Trust_conciergeHere in an except from the Trust Advisor announcement:

For many advisors, the hunt for a corporate trustee to administer a favored client’s assets was fraught with confusion and even considerable professional risk.

With 1,700 trust companies to choose from, there’s plenty of room for error.

And since some of them have a reputation — well-earned or otherwise — for prospecting relationships right off advisors’ plates, it’s crucial to find one you can trust not to run a wealth management business of their own. * * *

“Trust Concierge is a high-touch service designed to provide complimentary guidance on selecting a trust firm for your particular needs,” publisher Jerry Cooper explains.

“Recommendations will be made on suitability for your client situation.” * * *

The plan is for Trust Concierge to go live early next year as a toll-free 24/7 phone support line ready to interview advisors, weigh their criteria against our list and make introductions to firms that fit the bill.  * * *

There’s also going to be a free app for both iPhone and Android phones.


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