Wills, Trusts & Estates Prof Blog

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

Monday, May 31, 2010

In-House Trust Capabilities for Investment Advisors

TrustAdvisors Institutional Services, a Massachusetts-based firm, believes that investment advisors can benefit from having in-house trust capabilities. By outsourcing trust services, investment advisors lose potential trustee fees and aren’t getting the flexibility that they need to meet clients’ sometimes unique needs.

Advisors Institutional Services helps investment advisors set up South Dakota-based trust companies. As I previously mentioned, South Dakota trusts are the easiest and cheapest trusts to set up, and they allow investment advisors great flexibility in meeting clients’ peculiar needs.

See Thomas Coyle, Helping Wealth Firms Start Trust Companies, Financial Adviser Blog, May 19, 2010. 


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