2014 Advisor Friendly Trust Companies

8102019 2014 Advisor Friendly Trust Companies

httpslidepdfcomreaderfull2014-advisor-friendly-trust-companies 159

2014AMERICArsquoS MOST

ADVISOR-FRIENDLYTRUST COMPANIES

YOUR INSIDE LOOK AT WHOrsquoSWHO IN THE TRUST INDUSTRYTHAT CATERS TO REGISTERED

INVESTMENT ADVISORS (RIArsquoS)FAMILY OFFICES AND BROKER-

DEALER REPRESENTATIVES

THE WINNERS LISTLISTINGS FOR THEIR TECHNOLOGYUSED CUSTODIANS FEES IN-HOUSEEXPERTS TRUST SUPPORT AND MORE



1

2014 Americarsquos Most Advisor-Friendly Trust Companies

Table of Contents

copy 2014 The Trust Advisor All Rights Reserved Any reproduction all or in part is strictly prohibited without consent

Americarsquos Most Advisor-Friendly Trust Companies is updated and published quarterly Trust companies interested in being included in future editions should email thetrustadvisorgmailcom

Disclaimer The Trust Advisor TheTrustAdvisorcom and The Trust Advisor e-newsletter (TTA) are not affiliated with any of the providers in this report TTA makes no representations or warranties of any kindregarding the content hereof or any products or services described herein including any warranties express or implied as to the accuracy timeliness completeness or suitability of such content or productsand will not be liable for any damages (including without limitation damages for lost profits) which may arise from the use of any participating providerrsquos services TTA was paid a promotional fee fromeach provider to be included in this report The content contained herein should not be construed as financial advice or a recommendation for the purchase retention or sale of any product or securities

Ronald D Aucutt JD 18

Highlights 22

Introduction2

Trust as Competitive Edge 3

What ldquoAdvisor-Friendlyrdquo Means 3

What does a Trust Company Do 4

Whatrsquos Important to You 5

Keep Your Clients for Yourself 6

The Directed Trust Advantage 7

Directed or Delegated 7

Location Is Everything 8

Shopping for a Partner 10

Add up the Costs 12

Technology Matters 13

Behind the Scenes14

Ranking the Advisor-Friendly Firms in 2014 15

Glossary of Terms 16

Elite Estate Planning Attorneys 18

Americarsquos Most Advisor-Friendly Trust Companies Comparison Chart 22

The Advisory Trust Company of Delaware 28

Alaska Trust Co 29Alliance Trust Company 30

Argonne Trust Company 31

Bankers Trust Company of South Dakota 32

BOK Financial Corporation 33

Comerica Bank amp Trust NA 34

Commonwealth Trust Company 35

Counsel Trust Group 36

Cumberland Trust 37

Dunham Trust Company 38

First National Bank and Trust Company 39

Heritage Trust Company of New Mexico 40

Independent Trust Company of America 41

Midland States Bank 42Millennium Trust Company 43

National Advisors Trust Company FSB 44

Nevada Trust Company 45

New York Private Trust Co 46

Premier Trust47

Principal Trust CompanySM 48

Provident Trust Group 49

Reliance Trust Company of Delaware 50

Sterling Trustees LLC 51

Summit Trust Company 52

TCA TrustCorp America 53

The Kingdom Trust Company 54

The Private Trust Company NA 55Wealth Advisors Trust Company 56

Zia Trust Inc 57



2


Introduction

Welcome to the future of Advisor-Friendly Trust Companies

As I think yoursquoll see our standards are getting even high-

er as more and more companies really demonstrate that

theyrsquore willing able and eager to work with advisors on your terms

Since The Trust Advisor started tracking these firms a few years

ago the industry has changed a lot Trust officers who once scorned

the idea of working with advisors have realized that trying to com-

pete with you for client loyalty has become a race to the bottom

As a result just about everyone in the business wants to be known

as ldquoadvisor friendlyrdquo these days There isnrsquot room in this guide for all of

them so simply promising to welcome directed and delegated trusts

is no longer enough to ensure a place in this suddenly exclusive club

A true Advisor-Friendly trust company now

needs to provide more than a vague promise and

an adequate solution It needs to have what it takesto participate in a real inner circle of forward-think-

ing service providers with the technology and the

human resources to produce better outcomes for

you and your clients

The 30 firms profiled here run the gamut from

niche start-up to established giant Yoursquoll see high

tech boutiques fiercely independent players and

affiliates of some of the biggest financial institu-

tions in the country Most major jurisdictions are

represented for those looking to ensure that their clients have the

best protection in the country

Itrsquos an elite group And once again if yoursquod like some complimen-

tary vendor-neutral help picking a partner The Trust Advisor Concierge

is still staffed by people who can filter out obviously unsuitable com-

panies with just a little guidance from you then put you in touch with

only the people most likely to make a good fit

They know these companies better than anyone else If yoursquod like

to try out the Concierge now just skim the next few pages to figure

out exactly what you and your clients may need or want from a trustcompany relationship Then download the free app from thetrustad-

visorcom or call toll-free 18007816670









3


Competition for high-net-worth accounts has never been fierc-

er Every advisor in the US is on the hunt for wealthy clients

looking to provide the best mousetrap and service offering for

their clients In the process it goes without saying that high wealth ac-

counts mean trust services Todayrsquos wealthy families are not willing to settle for someone who

will simply manage their portfolios or give them a template for a finan-

cial plan Theyrsquove learned to use the Internet and they know there are

all-in-one firms that can give them tax advice insurance estate plan-

ning philanthropy wealth transfers to future generations and more

Your clients want a holistic approach with specialized expertise

They demand a financial advisor who will not only act as a go-between

to the markets but as a guardian of every aspect of their financial lives

And as it happens one of the top items on their wish list is the

ability to create and use trusts

You might be reluctant to give your clients that ability Until

recently putting wealth into trust made enormous financial

sense for an investormdashas a shield against taxes nuisance law-

suits and in some ways even mortalitymdashbut it also spelled financial

hardship for the advisor

The problem stems from the fact that while advisors can do many

things on their own running a trust is not one of them Teamwork is

almost a necessity and for too long few if any trust companies wereteam players

An individual can run a trust but the complexity and fiduciary

burden make it difficultmdasheven unwisemdashfor an advisor to do so At

this point the SEC has ruled that any advisor who wants to serve as

What ldquoAdvisor-FriendlyrdquoMeans

Trust as Competitive Edge

Separating the ldquoFriendlyrdquo from the Rest

To be considered advisor-friendly a trust company needs to be able to

pledge that it will cooperate with you not compete against you Unlike

captive trust departments that exist to give their corporate parentsmdash

usually wealth managers or banksmdashaccess to your clients these com-

panies have unbundled their wealth management offering and can

simply sell trust administration as a separate service

The difference is vast Conflicts of interest are eliminated Very few ofthese companies could take over active management of your clientsrsquo

trust assets if they wanted to so yoursquore able to stay right where you are

carrying the ball and earning the glory



4


What does aTrust Company Do

trustee or trust administrator will face expensive and onerous audits

As a result a third party needs to be identified to serve as trustee

Given the complexity of the task this will often be a specialized cor-

porate entity a trust company or bank trust department

Once again as far as the trust and its creators are concerned this

can be a terrific solution The corporate trustee has the resources and

the expertise to manage the paperwork meet the filing deadlines

and bear the fiduciary burdenmdashbut in the past the advisor almost

always got squeezed out of the relationship

To make things worse trust companies built in-house investment

departments as a way to expand their own revenue while others

evolved as captive affiliates of banks or even rival brokerage firms For

all practical purposes moving client money into a trust managed by

one of these entities meant handing a prize account to a competitor

Todayrsquos trust industry is still full of companies that compete di-rectly with advisors for control of the assets but thankfully their

dominance is nowhere near as complete as it was Progressive trust

companies recognize that investments are best handled by invest-

ment advisors and that the trust administration business is enough of

a challenge in its own right

Much like independent advisors these companies are not be-

holden to outside corporate interests They rarely if ever have propri-

etary investment products to sell or commissions to capture Very few

will insist on taking custody of the trust assets although many will do

so if the trust creator or his or her advisor wants

And thanks to innovations in the trust code in many states these

companies are happy to let the advisor keep investing the assets and

collecting the management fees From the advisorrsquos perspective only

the clientrsquos satisfaction level changes

Agood advisor-friendly trust company should be invisible to

your clients Still the administration function is critical and

should not be taken for granted Above all you should think

twice before letting any client or a clientrsquos family member serve as

trustee much less agree to do so yourself

The trustee is the person or corporate entity that manages the

trustrsquos affairs in order to ensure that it achieves the goals set by its cre-

ators This is a fiduciary role and as such the penalties for failure are

clear-cut and severe

Many otherwise financially sophisticated people can be bogged

down by trust administration issues deadlines and procedures Your cli-



5


Whatrsquos Important to You

ents already know what you do to manage their money but the trustee

relationship is likely to be new and somewhat outside their experience

Because you will be the primary point of contact for clients you

must have a basic understanding of the primary duties of the corpo-

rate trustee and any trust officers assigned to handle their trusts

Non-discretionary tasks are not optional These include making

income payments monthly quarterly annually or as otherwise direct-

ed by the trust Trustees must also pay out principal as set forth in the

trust and attend to all other matters the trust directs Tax and other

filing deadlines must be met in full

Any additional duties or instructions explicitly called for in the

trust documents must be carried out

Discretionary tasks give the trustee more margin for personal

interpretation If the trust is silent on an issue the trusteersquos fiduciary

duty may require him or her to make discretionary decisions For ex-ample a trust may indicate that the trustee can make principal pay-

ments ldquoafter considering other sources of income available to the

beneficiaryrdquo in which case the trustee should demand extensive doc-

umentation from the beneficiary before making a decision

Many trust officers also perform miscellaneous activities on be-

half of the beneficiaries as part of their overall ethic of service even if

these tasks are not explicitly mandated in the trust itself

The Trust Advisorrsquos audience includes some of the highest-pow-

ered professionals in the industry so wersquore always eager to hear

what you have to say about what you want from a service partner

Not surprisingly most of you want to open up your business to

support trusts for very sim-

ple reasons a wider offering

makes it easier to court new

clients encourage existing re-

lationships to trust you with

more of their assets and gener-

ate more revenue on every dol-

lar of AUM on your platform

Not surprisingly most

of you want to open up your

business to support trusts for

very simple reasons a wider offering makes it easier to court new

clients encourage existing relationships to trust you with more of

their assets and generate more revenue on every dollar of AUM on

ldquo A full 82of our readers say

finding a trust companythey can recommend to

their best clients

has translated intonew relationshipsenhanced account

retention or bothrdquo



6


your platform

A full 82 of our readers say finding a trust company they can

recommend to their best clients has translated into new relationships

enhanced account retention or both Thatrsquos it Itrsquos a pure business de-

cision and the numbers speak

for themselves

In terms of which trust

services provider can help you

achieve those goals you are all

about testimonials A reader

survey we ran in June 2013 re-

vealed that 80 of you say reputation and length of time in business

are the most important factors in picking a partner Only 22 are look-

ing for the lowest-price solution What does this mean Advisors look

for testimonials and case studies to prove that a potential partner canback up its claims That kind of information is hard to get from a web-

site so yoursquoll probably need to pick up the phone even if our Trust Advi-

sor Concierge does most of the legwork for you in advance

Once you make the calls yoursquoll have a much better idea of a trust

companyrsquos standing in the industry and whether it would be a good fit for

your clients If that side of the company passes muster yoursquove made clear

that even a tiny boutique vendor may be worth a few basis points more

Itrsquos not hard to figure out why most advisors are leery of referring

their clients to any trust company without a firm promise that

those accounts wonrsquot be poached

Herersquos the problem Trust assets rarely move They often stick with

the trust company For this reason unfriendly trust companies have

an opportunity to leverage that relationship to take assets away from

the advisormdashand they tend to do so

The solution is to find a partner that not only promises not to

prospect your clients away but lacks either the motive or the oppor-

tunity to even try Many of the trust companies that cater to invest-

ment advisors and their clients have a strong incentive not to com-

pete for assets for the simple reason that they donrsquot have in-house in-

vestment departments They couldnrsquot manage these portfolios if they

tried Others actively cultivate relationships that formally prevented

them from interfering with the way the trust assets are invested

In a directed trust the trustee is legally required to follow the in-

vestment directives of an outside advisor who maintains a close rela-

Keep Your Clients for Yourself

ldquo80 of yousay reputation and

length of time in businessare the most

important factorsrdquo



7


tionship with the portfolio and the clients Every single one of the trust

companies we consider extremely advisor-friendly go out of their way

to support directed trusts From their perspective itrsquos enough to ad-

minister the trust and leave the job of investing its property to others

And needless to say if theyrsquore content to administer the trust

theyrsquore equally content to leave the rest of your clientsrsquo assets alone

Adirected trust is an arrangement that allows you the advisor

to hand off the responsibility and burden of administering a

trust to an outside corporate trustee but retain control over

how the assets are invested

Obviously for most advisors finding the right partnering trust

firm may not be a simple task For most advisors finding the right di-

rected trust relationship is the ldquosweet spotrdquo between spending to run

a trust business in-house and turning the business away The breakthrough came in the 1990s when some states altered

the rules to allow the creators of a trust to direct the trust company to

follow the investment choices of an outside advisor

As far as the portfolio is concerned the advisor (you) is boss The

advisor earns the management fees The trust company earns its own

fee for handling everything else accounting custody (if required) re-

porting and payments to the beneficiaries

If the IRS needs to inspect the books the trust company handles

it If one of the people named in the trust documents has a special

request the trust company handles it

Since both trustee and investment advisor are thus free to do

what they do best this aligns the interest of all service providers with

the grantors and beneficiaries themselves

Some states welcome both directed and delegated trusts Others

only support one or the other While the words look similar the

nuances are important

The creator of a directed trust takes the job of managing the as-

sets from the trustee and assigns it to someone else This generally lets

the existing wealth manager keep on doing what he or she is doing

while releasing the trustee from all but the most basic responsibilities

over how the money is invested

Delegated trusts give the trustee the power to decide who will

manage all or some of the assets In this kind of relationship the trust-

ee remains responsible for overall performance and will monitor the

outside managerrsquos activities to ensure that all parties meet their fidu-

The Directed TrustAdvantage

Directed or Delegated



8


Location Is Everything

ciary obligations While many advisors naturally prefer to have the trustcreator direct management powers to them some clients may prefer

to leave the ability to delegate with an independent trust company

which then chooses the advisor and monitors investment decisions

After all an advisor who is willing to let the trust company keep

tabs on performancemdashor risk being firedmdashdemonstrates that the cli-

entrsquos long-term interests come first A confident professional has noth-

ing to hide and little to gain from insisting on locking in control of the

assets even if his or her competence is questioned

And directed advisors can be removed in extremis so insisting on

direction does not necessarily buy anyone additional security

Review the difference with your clients and ask them which ar-

rangement they prefer Emphasize that you can work with their deci-

sion in any event

You may have noticed that this paper refers to ldquosomerdquo states

ldquomostrdquo states and so on Location is everything in the trust

business

Not all US states support all of the major types of trust that your

clients may need and in fact some experts consider only a handful

of trust havensmdashAlaska Delaware Nevada and South Dakotamdashto be

really top-tier places to create and run a trust

However anyone from any state can set up a trust in any jurisdic-

tion so no advisor should feel constrained by whatrsquos available at home

Recent trends have led wealthy families and individuals to

seek out the most favorable environments for their assets Because

of this many large family offices are opting for maximum flexibility

New to Us Not New to the Business

As you search these pages for the perfect trust partner yoursquoll notice

our inner circle falls into two camps the established fixtures of the

independent trust company movement and the names who are rela-

tively new to the advisor-friendly club Itrsquos important to point out that

while some very well-established industry bellwethers have only dem-

onstrated that they have what it takes in the last year they often have

decades if not centuries of expertise driving their operations

Every company we profile has provedmdashsometimes for multiple years

in a rowmdashthat it can work with advisors to get better client results

Thatrsquos our primary criterion and thatrsquos why you should at least glance

at every name in this book The names may be new to you but they

have clients and partners you can reach out to for recommendations

and testimonials



9


when the time comes to decide where to set up the new trust

Even if the prospective trust grantor doesnrsquot need a particular tax

benefit or class of protection at the moment these advisors know

that circumstances change And since multiple generations may be

part of the equation the trust must be able to evolve with the familyrsquos

needs Because of this many advisors look for a combination of fac-

tors when searching for a trust company

n Perpetuities Conventional trusts can expire a few decades

or maybe a century after the original grantor dies but many

states allow property to remain in trust for many generations

longer than the standard state and in some cases forever These

perpetual trusts or dynasty trusts are a very popular technique

for planners and clients today

n Favorable tax rules Avoiding state income or capital gains tax

is another key objective for planners to achieve for their clients

Alaska Florida Nevada South Dakota Texas Washington and

Wyoming do not impose an income tax on trusts Delaware does

not impose an income tax on trusts if the income or capital gains

are accumulated or distributed to non-resident beneficiaries

n Asset protection Some states offer varying degrees of protection

for locally domiciled trusts from the trust creatorrsquos creditors

While the language can be so vague as to be useless in court

jurisdictions like Nevada and South Dakota have a rich body of

statutes in place designed to shield property from legal claims

n Total return trusts Many states have enacted total return trust or

power-to-adjust statutes Trustees in these states can now invest

based on a total return approach and satisfy beneficiaries who

receive either a share of current income or the principal at a later

date Most states with total return trust legislation have the ability

to convert a trust to a unitrust percentage between 3 and 5

n Delegation Needless to say you want a trust provider that

operates in a state that allows an outside advisor to manage

the portfolio But this is not quite as intuitive as it initially seems

Review state statutes permitting segregation of duties to make

sure that the trustee will provide exactly the level of supervision

you find comfortable -- neither more nor lessn Privacy Most states have methods for insuring that fiduciary

matters will not be a matter of public record although some are

stronger than others However state laws differ on beneficiariesrsquo

entitlement to trust information and only a few states allow

a trust instrument to delay or prohibit disclosure of trust

information to future beneficiaries



10


Once you have your search narrowed to one or two states it is

time to find the right trust company to work with

Remember you want a partner that keeps its in-house

investment unit mdashif anymdashaway from your clients They should not be

trying to sell your clients proprietary investment products but theyshould have the capability to support any investments that you might

recommend now or in the future

Look for a corporate trust company that can provide evidence of

n Years of experience in administering trusts

n Specialization in trust administration custody and fiduciary tax

reporting services

n Knowledge of changes in the directed trust space and the trust

environment

n Dedication to fiduciary responsibility

n Insurance coverage against fiduciary errors and omissions

n Staff continuity

n Examination by internal auditors and external regulators

n Focus on the best interest of all beneficiaries both current and

future while implementing trust provisions

n An aversion to ldquointerpretingrdquo or adding to the trust documents in

order to divine the wishes of the creator

n State-of-the-art technology

n A reporting and accounting platform that supports both your

custody platform and all assets that will go into the trustn Established partnership relationships with multiple team members

Shopping for a Partner

How To Shop Words to Watch

As you put together a short list of trust companies that may be a good fit

for your clients remember that diversification is key Just as every one of

your clients is different and has unique needs many of the best provid-

ers are generalists who excel in a niche or two or are outright specialists

Learn to recognize the jargon that differentiates one trust company

from another so you can build a balanced team of potential partners

Some are geared toward self-directed IRAs and other pure hands-offcustody and administration Provident and Kingdom come to mind in

this yearrsquos group Others like New York Private and Premier shine when

it comes to classic directed trust where trust officers and advisors work

more closely together

Some of your clients will want to create trusts that favor one group or the

other If possible cultivate relationships with at least a few from either side

of the bench to give your clients the best pool of options to work with



11


n Ideally a dedicated trust officer assigned to each account

n Examinations of how payments and beneficiaryclient

communications are handled

Advisors seeking a trust company for a directed trust that does

not contain discretionary provisions can focus on the easy questions

n Is a dedicated trust officer responsible for each account

n How are income or principal requests handled What are the

turnaround times and payment methods

n How are communications with the beneficiary handled

n How quickly can the trust company respond to document re-

view interpretation and explanation requests from a client or

financial advisor

When trustee discretion is an issue the process of finding the right

fit can become more difficult and chemistry becomes more important

Advisors should not expect (or even want) a trustee charged to

act with discretion to be a ldquopushoverrdquo or simple rubber-stamp entity

so it is important to be able to establish a good working relationship

Furthermore a prospective directed trust company should not

guarantee distributions will be made in the future Such commit-

ments could jeopardize the trust and would compromise the trusteersquos

fiduciary duty to the beneficiaries of the trust

At this point it is a good idea to bring your clients into the conver-

sation If a good ldquofitrdquo between the advisor and the prospective trustee

is important it is absolutely crucial that the client and the new trusteebe able to work well together

Although there are no definitive guidelines advisors should keep

the following points in mind when interviewing prospective directed

trust companies in the presence of a client

n Does the trust company mention the role of advisor if any in the

administration process

Making an Anonymous Inquiry

Many of our readers avoid reaching out to trust companies because

they donrsquot want to get caught in the marketing machine Donrsquot despair

This is one of the reasons we created the Concierge service in the first

place If you tell him yoursquod like to audition trust companies anony-

mously he can make the calls for you and report back with the results

You get all the information you need and they never even figure out

yoursquore in the market And as always the service is complimentary

To begin call 800-781-6671 for this free service



12


n Do answers to specific process questions consist of ldquorapid firerdquo lists

of requirements and documentation to be provided by the client

n Do the answers indicate the trustee is in a position of power

and authority or reflect an attitude of cooperation and

respect for the client

Listen for verbal clues that the trust company has hired andtrained employees to embrace the directed trust concept People

from the bank trust world may not understand or appreciate the need

to work on a partnership basis with advisors and their clients

Naturally corporate trustees need to charge for their service

While regulators are pushing for greater transparency here

this fee is often all-inclusive or bundled in such a way that

beneficiaries and their advisors have a hard time determining where

their money goes

Traditional all-in-one trust companies further obscured the cash

flows by charging a fee that compensates them for their investment

management services fiduciary risk and other ldquosoft non-value added

servicesrdquo provided to clients

Directed trusts on the other hand generally separate the invest-

ment advisory fee from the corporate trustee fee As a result clients

receive much clearer insight into what they are paying -- and often a

lower total fee as well

In general fee schedules for directed trust companies fall in a range

from 050 to 075 on the first $1 million and then drop according tovarying breakpoints thereafter Minimum annual fees range from $4000

regardless of asset level although some types of trust start in the $1500

range A few vendors will charge a flat fee for any amount of assets

Additional fees may apply for real estate held in trust estate set-

tlement and termination fees tax preparation andor filing or miscel-

laneous extraordinary services

Note The IRS has ruled that all corporate trustees are now required to

separately account for investment and administration fees This is intended

to remove the tax advantage of a ldquounitaryrdquo trust in which the entire trustee

fee can be deducted as opposed to a trust that charges separate fees and

only allows partial deductibility of fees Directed trusts already break out

the fees in this way but because this is a relatively new development it gives

you a good ldquotalking pointrdquo in your negotiations with trust companies

Add up the Costs



13


Once upon a time dealing with paperwork was the primary

objective of every trust organization in the business Even

today some trust officers are still content to fill out and file

all the necessary forms it takes to keep a trust running and compliant

with all applicable regulationsHowever some firms have embraced technology that makes it

possible for them to take their trusts out of the late 19th Century

The right accounting platform can interface with the modern

state-of-the-art portfolio management tools that directed and dele-

gated advisors use today while incorporating your best tax optimiza-

tion and rebalancing strategies The investment architecture can now

be truly open working with any third-party or in-house alternative

assets your platform supports

Integrated multi-custodian data feeds allow the administrators of

large trusts to track thousands of open investment positions report

market values and attribute performance with a minimum of delay

and errors This functionality in turn is what makes the very existence

of smaller trusts possible

A modern trust administrator may be able to share data with your

customer relationship management system and provide other inte-

gration benefits If this kind of efficiency matters to you itrsquos important

to ask a potential partner whether you can get it

But the primary advantage technology is bringing to the trust

business is the elimination of paper Moving the forms into secure pa-perless environments has been essential for a new generation of trust

officers who can now give beneficiaries grantors and investment ad-

visors alike access to all necessary documents

Forms can be sent out for fast electronic signature and then stored

electronically as well for instant access The faster the signature fields are

populated the faster distributions and other complex processes can move

Ask about technology when you have a conversation with a po-

tential trust partner You may not require them to have a full-fledged

cutting-edge solution but you may not want an old system of filing

cards and ledgers either

Technology Matters



14


Atrue directed trust arrangement is created when the person

who is initially transferring the assets decides to require or ldquodi-

rectrdquo the trustee to delegate the investment responsibilities

to a registered investment advisor stockbroker financial planner or

other family advisorIn these cases the trusteersquos fiduciary responsibility for the invest-

ments is formally reduced to the point where he or she is exonerated

from all liability except in circumstances involving willful misconduct

Some states have slightly stricter requirements that force directed

trustees to double-check that the advisorrsquos decisions are truly suit-

able while others take a more laissez-faire approach

For most practical purposes while the trustee retains some con-

tinuing liability for investment performance in a directed trust ar-

rangement it is close to zero

Directed trust statutes formally define the separate duties and re-

sponsibilities of trustee and advisor Both are appointed as fiduciaries

even if the advisor is not normally engaged in a fiduciary role This

separation of duties is called ldquobifurcationrdquo in industry marketing lingo

When a wealthy individual decides to use a directed approach for

his or her trust he or she generally appoints an existing advisor or

advisory firm in the controlling document

Specifics vary by state Nevada for example provides for addi-

tional roles within the arrangement Trust creators can appoint a ldquotrust

protectorrdquo who has the discretion to modify the trust in various waysto take advantage of changing rules or to direct the trustee to make

mdash or withhold mdash distributions Not surprisingly these three-party ar-

rangements are referred to as ldquotrifurcationrdquo

Some states also allow the trustee to delegate the investment

function to an outside advisor In these relationships the trust es-

sentially serves as an institutional client in a normal advisory practice

Such clients can be very lucrative

Behind the Scenes



15


The 30 firms profiled here run the gamut from niche start-up

to established giant Herersquos how the numbers stack up

Ranking theAdvisor-Friendly Firmsin 2014

Advisor

Relationships

1 Comerica 4000+

2 Provident Trust 3000

3 Premier Trust 2900

4 Independent Trust Co 2000

5 Millennium Trust 1000+

6 Advisory Trust 800+

7 Reliance Trust 600

7 The Private Trust Co 600

9 Cumberland Trust 500+

10 Principal Trust 500+

11 TCA Trust 140

12 National Advisors Trust 135+

13 Zia Trust 132

14 The Kingdom Trust 125

14 Summit Trust 125

16 Dunham Trust 100+

17 Alaska Trust 100

18 Sterling Trustees 75

18 Wealth Advisors Trust 75

20 BOK Financial 60+

21 Alliance Trust 50

21 Midland States Bank 50

21 New York Private Trust 50

24 Bankers Trust 35+

25 Heritage Trust NM 33

26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size

1 Provident Trust $25M

2 Alaska Trust $75M

2 Bankers Trust $75M

4 Sterling Trustees $5M

5 New York Private Trust $35M

6 Nevada Trust $23M

7 Wealth Advisors Trust $22M

8 Alliance Trust $15M

8 Cumberland Trust $15M

8 Dunham Trust $15M

8 Premier Trust $15M

8 Principal Trust $15M

8 Zia Trust $15M

14 Advisory Trust $13M

15 National Advisors Trust $12M

16 Comerica $1M

16 Counsel Trust $1M

16 Independent Trust Co $1M

16 The Private Trust Co $1M

20 Heritage Trust NM $750K

20 TCA Trust $750K

21 Midland States Bank $700K

23 Reliance Trust $500K

23 Summit Trust $500K

25 BOK Financial $450K

26 The Kingdom Trust $300K

27 Millennium Trust $100K

Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration

1 Principal Trust $130B+

2 Reliance Trust $128B

3 The Private Trust Co $90B

4 BOK Financial $26B

5 Commonwealth Trust $16B+

6 Comerica $115B

7 Millennium Trust $9B

7 National Advisors Trust $9B

9 Alaska Trust $4B

9 Provident Trust $4B

11 Dunham Trust $26B

12 Bankers Trust $25B

13 Advisory Trust $21B

14 Cumberland Trust $15B

15 New York Private Trust $13B

15 Sterling Trustees $13B

17 Midland States Bank $107B

18 Premier Trust $1B+

19 Kingdom Trust $1B

20 Independent Trust Co lt$1B

21 Zia Trust $770M


23 TCA Trust $425M


25 Summit Trust $240M


27 Nevada Trust $150M

28 Argonne Trust $65M

29 Heritage Trust NM $63M

First National

= not disclosed All numbers self-reported and verified where possible



16


Glossary of Terms Asset Protection Trust Any trust designed to protect property from

potential creditors court judgement or other legal liability

Beneficiary Person or entity entitled to receive benefits from a will

insurance policy trust agreement or employee benefit plan

Charitable Remainder Trust An irrevocable trust with both incomeand remainder interest Income is paid to designated beneficiaries

for a term or lifetime The remainder interest is paid to qualified

organizations as specified in the trust when the trust terminates

Corporate Trustee A trust institution serving as trustee

Delegated Trust A delegated trust is an arrangement that allows

the trustee to assign responsibility for managing the trustrsquos assets

to an outside advisor (See also Directed Trust)

Directed Trust A directed trust is an arrangement that allows the

advisor to hand off the responsibility and burden of administering

a trust to an outside corporate trustee but retain control over howthe assets are invested (See also Delegated Trust)

Directed Trust Company Any corporate trustee that supports and

encourages directed trust relationships These companies are

generally not interested in managing the assets themselves and

so have little or no motive to replace existing advisors

Durable Power of Attorney A power of attorney that will come into

effect and remain in effect and valid if the person who grants the

power becomes incapacitated

Dynastic Trust While some states force trusts to terminate after a

few generations others allow trusts to operate for centuries oreven theoretically forever These long-lasting arrangements are

known as dynastic or ldquoperpetualrdquo trusts

Estate The real and personal property of a decedent a specific

interest in property

Fiduciary An individual or entity in position of trust who has

accepted the duty of acting for the benefit of another

GrantorSettlor A person who transfers property the creator of a trust

Generation Skipping Tax (GST) A tax levied on gifts to people

separated by the donor by more than one generation

grandparent to grandchild for example

Irrevocable Life Insurance Trust Typically used to shelter an

insurance death benefit from estate taxes and may provide

liquidity to pay estate taxes and settlement costs A trust is

created then the trust purchases a life insurance policy

Irrevocable Trust A trust that by its terms cannot be revoked or

changed by the grantor



17


Living Trust A trust that is operative during the lifetime of the

grantor as opposed to a trust under will or a testamentary trust

Also known as an inter vivos trust

Power of Attorney A legal document appointing someone to act as

onersquos agent with legal authority to sign your name on your behalf

in your absence Power of Attorney ends at incapacity (unless it isa durable power of attorney) or death

Remainderman The person who is entitled to an estate after the

prior estate has expired

Revocable Trust A trust that by its terms may be terminated by the

settlor or by another person

Successor Trustee Person or institution named in the trust

document who will take over should the first trustee die resign or

otherwise become unable to act

Trust An entity that holds assets for the benefit of certain other

persons or entities

Trustee Person or institution who manages and distributes anotherrsquos

assets according to the instructions in the trust document

Uniform Trust Code States Many states have attempted to

streamline and standardize their trust rules by adopting these

provisions as their model

Will A written document with instructions for the distribution of an

individualrsquos assets after death



18

Elite Estate Planning Attorneys

Just as you would pick a top physician for major sur-

gery you and your clients should work with leading

estate planning attorneys whenever possible

The difference between these best-of-the-best estate

planners and everyone else can save a wealthy family

millions of dollars across multiple generations The larger the estate the greater the impact that a

truly expert attorney can make by knowing to add or re-

move one provision from a complex trust agreement

And since the people on this list already understand

your business they can help you as well as your clients

Ronald D Aucutt JDPartner McGuireWoods

Tysons Corner VA

raucuttmcguirewoodscomLeader of McGuireWoodsrsquo private wealth services group

and was named 2012 ldquoWashington DC Trusts and

Estates Lawyer of the Yearrdquo by Best Lawyers

Jeffrey Baskies JDPrincipal Katz BaskiesBoca Raton FL

jeffbaskieskatzbaskiescom

Concentration in the areas of estate gift and generation-

skipping transfer tax planning with an emphasis on

representing wealthy families entrepreneurs and

athletescelebrities in multiple-generation wealth

transfer and asset protection planning

Dennis I Belcher JDPartner McGuireWoodsRichmond VA

dbelchermcguirewoodscom

Represents high-net worth individuals families and

family offices on a variety of sensitive and complex

estate and business planning matters He also focuseshis practice on estate and trust administration

charitable planning and sensitive fiduciary litigation

and dispute resolution

Lawrence Brody JD LLMPartner Bryan CaveSt Louis MO

lbrodybryancavecom

Focuses on estate planning for high net worth

individuals and the use of life insurance in estateand non-qualified deferred compensation planning

Authored two books and is a frequent lecturer at

national conferences on estate and insurance planning

Natalie B Choate JDCounsel NutterBoston MA

nchoatenuttercom

Practice limited to estate planning for retirement

benefitsTwo books Life and Death Planning forRetirement Benefits and The QPRT Manual are leading

resources for estate planning professionals

Charles D Fox IV MA JDPartner McGuireWoodsCharlottesville VA

cfoxmcguirewoodscom

Chair of the firmrsquos private wealth services team

Extensive experience includes estate planning estate

and trust administration and work with charitable

organizations

David A Handler JDPartner Kirkland amp Ellis LLPChicago IL

davidhandlerkirklandcom

Trusts and Estates Practice Group Authored many articles

that have appeared in prominent estate planning and

taxation journals magazines and newsletters

Carol A Harrington JDPartner McDermott Will amp EmeryChicago IL

charringtonmwecom

Advises clients on a variety of matters including estate

gift and generation-skipping tax issues closely-held

businesses and succession planning family office

structures and issues private trust companies private

foundations trust and estate administration and

contested trust and tax matters



19


Ellen K Harrison JDPartner Pillsbury Winthrop Shaw PittmanWashington DC

ellenharrisonpillsburylawcom

Practice covers a broad range of tax issues including

estate planning and administration tax controversiesand income gift and estate tax planning for individuals

businesses and charitable organizations

Jerome M Hesch MBA JDCounsel Berger SingermanMiami FL

jheschbergersingermancom

Tax and estate planning consultant

Lawrence P Katzenstein JDPartner Thompson CoburnSt Louis MO

lkatzensteinthompsoncoburncom

Concentration on estate planning and charitable giving

and representation of exempt organizations Nationally

known authority on estate planning and planned

giving and a frequent speaker around the country to

professional groups

Edward F Koren Jr JDPartner Holland amp Knight

Tampa FL

edkorenhklawcom

Practice focused on wealth planning and protection for

entrepreneurs and multi-generational business owners

Leader of Holland amp Knightrsquos Private Wealth Services

Group

Carlyn S McCaffrey JD LLMPartner McDermott Will amp EmeryNew York NY

cmccaffreymwecom

Focuses on domestic and international tax and estate

planning for high net worth individuals Advises

individuals and institutions on charitable planning

matters

Louis A Mezzullo MA JDPartner McKenna Long amp AldridgeRancho Santa Fe CA

lmezzullomckennalongcom

Taxation Estate and Business Succession Planning and

Employee Benefits practice Serves as an expert witnessin matters related to estate tax and business planning

and trust administration

Malcolm A Moore LLBPartner Davis Wright TremaineSeattle WA

malcolmmooredwtcom

Focuses on estate and trust matters including wills

and estate administration Advises clients in critical tax

matters including gift estate and generation-skippingtaxation and trust and estate income taxes

Duncan E Osborne MA JDPartner Osborne Helman Knebel amp DeleeryAustin TX

deosborneohkdlawcom

Core practice is domestic and international estate

planning with an emphasis on asset protection

planning

Richard A Oshins JD MBA LLMPartner Oshins amp Associates LLCLas Vegas NV

roshinsoshinscom

Concentrates in tax and estate planning with a

substantial emphasis on multi-generational wealth

planning particularly with regard to closely-held

businesses

Steven J Oshins JDPartner Oshins amp Associates LLCLas Vegas NV

soshinsoshinscom

Primary focus on estate planning and asset

protection for large estates Authored numerous

estate planning and asset protection articles National

reputation



20


David Pratt LLMPartner Proskauer RoseBoca Raton FL

dprattproskauercom

Practice is dedicated exclusively to the areas of trusts

and estates estate gift and generation-skippingtransfer and fiduciary and individual income taxation

Gideon Rothschild JDPartner Moses amp SingerNew York NY

grothschildmosessingercom

Focuses in the areas of domestic and international

estate planning and asset protection including the

use of sophisticated estate planning techniques in the

representation of high-net-worth individuals David G Shaftel LLMPrincipal Shaftel Law OfficesAnchorage AK

dshaftelshaftellawcom

Practice emphasizes estate planning estate and

trust administration small business formation and

tax planning for businesses Involved in Alaskarsquos

development of new estate planning vehicles active in

participating in the drafting of new Alaska legislation

Martin M Shenkman JDPrincipal Martin M Shenkman PCParamus NJ

shenkmanshenkmanlawcom

Estate tax and corporate boutique concentrating on

the personal tax financial estate asset protection andbusiness planning needs of high-net-worth individuals

professionals closely held business owners and real

estate ownersdevelopers

Conrad Teitell LLMPrincipal Cummings amp LockwoodStamford CT

cteitellcl-lawcom

Practice focuses on estate planning with an emphasis

on planned charitable giving and exempt organizations

Nationally recognized legal practitioner author and

lecturer in the trusts and estate field

Howard M Zaritzky JD LLMConsulting Counsel SelfRapidan VA

howardhowardzaritzkycom

Nationally-recognized expert on estate gift and

generation-skipping transfer taxes estate planning and

estate administration Published over a dozen books



21


Premier Trust bull wwwpremiertrustcom4465 S Jones Boulevard Las Vegas NV 89103

9190 Double Diamond Parkway Suite 124 Reno NV 89521

HOW 2900 FINANCIAL ADVISORS CONTINUE TO LAND MULTI-MILLION DOLLAR ACCOUNTS

WITH THE HELP OF PREMIER TRUST

Now -- you too can land new high net worth accounts withPremier Trustrsquos support All thatrsquos possible when you call

(702) 577-1777 today for our complimentary marketing support

Our 2900 advisors win major accounts by relying on

Premier Trust for secure trust regulation greater asset

protection and freedom from state tax Premier can

offer you and your clients these benefits and more

through a solid wealth-protecting presence in Ameri-

carsquos favored trust locale ndash Nevada

The Nevada Advantage

Strong Trust Regulation ndash Nevada trust statutes pro-

vide for the greatest protection and care of client assets

Asset Protection ndash Nevada boasts one of Americarsquos

strongest asset protection laws It features one ofthe shortest statute of limitations while permitting

financial advisors in other states to act as co-trustees

No State Tax ndash Nevada has no corporate or state

income tax Thus trusts or other entities managed by

a Nevada trust company can legally avoid state tax

Nevada trust law permits holding all types of

client assets ndash Serve as custodian or trustee for

stocks bonds mutual funds partnership interests

debt real estate title to autosvessels plus personal

property such as art fine wine and more

Key reasons to use Premier Trust

Advisor-friendly support We help you maintain

strong relationships with your clients while we work

in the background to deliver technology services

programs and administrative back-up

Eliminates competition By offering our recognized

trust services you minimize the risk of clients mov-

ing assets to other firms

You handle investments You maintain full control

of your clientsrsquo investments while we support you

with the administrative services

FREE when you call (702) 577-1777

6 Steps to Generating Profitable Referral Relationships

Attracting and Retaining Gen X amp Y Clients

How to Attract and Retain High Net Worth Clients

The Premier Trust AdvantageWe offer decades of experience in the administra-tion of personal trusts and employee retirement

programs We do not manage investments Ourspecial ldquoadvisor friendlyrdquo priority is building

long-lasting personal relationships with advisorsand helping them serve their clients with efficiencyand distinction

For your 3 FREE reportsCall 1-(702) 577-1777

Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships

copy 2014 Premier Trust

ADVERTISEMENT



22

Americarsquos Most Advisor-Friendly Trust Companies Comparison Chart

Advisory Trust Alaska

Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD

The Advisory Trust Company of

Delaware worksexclusively with

professionaladvisors helpingtheir clients achieve

their financialgoals by using the

full-range of truststrategies

The leading vendorin one of the most

cutting-edge trust jurisdictions in

the country Theyliterally wrote thebook and continue

to innovate

Former advisorsthemselves

they know whatadvisors need mdash

and when to lettheir partners callthe shots And

theyrsquore on callwhen needed

Argonne Trust isclient centric The

same service modelthat has served our

clients for over 138years is the bedrockupon which we

continue to build

Bankers TrustCompany of

South Dakota waschartered in 1999

to serve ultra-highnet worth familiesin a structure that

closely resemblesthat of a family

office

Highlights

New BusinessContact

Mike Flinn VicePresident - WestRegional Sales

Consultant

(602) 908-1497

mflinnadvisorytrustcocom

Matt BlattmachrVice President and

Trust Officer

(888) 544-6775mblattmachralaskatrustcom

Connie WeberDir Bus

Development

(775) 297-4579cweberalliancetrust

companycom

Monroe ldquoRoeyrdquoDiefendorf Jr

Trust MarketingOfficer

(800) 521-0267

RoeyArgonneTrustcom

Alice RokahrWealth Planning

Officer

(605) 338-5033arokahr

bankerstrustcom

States CharteredLicensed In

Delaware Alaska Nevada South Dakota South Dakota

AverageAccount Size

$13 million $75 million $15 million NA $75 million

Total Assets UnderAdministration

$21 billion $4 billion $340 million $65 million $25 billion

Custodians

supported

Works with all Works with all Works with all Works with all Works with all

Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System

SEI SunGard Charlotte HWA Intrsquol TNet Trust Accountant SunGard

AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No

Timeframe for Accep-

tance of New Trust

7 to 10 business

days

3 to 7 days 24 hours 2 to 7 days 3 to 7 days

Marketing supportincludes

Nationwide salescoverage speak-

ing engagementsconference atten-

dance site meetingsmarketing materialdedicated support

team

Brochuresface-to-face meet-ings with advisors

clients and prospectsnationwide

Brochures face-toface meetings withadvisors and theirprospects website

with relevantcontent

A book by RoeyDiefendorf on pur-poseful trusts we-binars brochuresface-to- face meet-ings with prospectsand clients through-

out the country

Brochures whitepapers face-to-

face meetings withadvisors clients and

prospects nation-wide



23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a

$27 billion na-tional bank the BOKFinancial Advisor

Trust team bringstruly formidable

resources to thetable On average

each advisor hasmore than 20 yearsexperience

Comerica is a lead-

ing provider of trustand fiduciary ser-vices in the United

States Our team ofprofessionals works

closely with you toaddress the objec-

tives of your clientrsquosfiduciary needs

Fiercely

independent for 80years and entirelyfocused on trust

administration Noin-house products

no investment armno motive to get in

advisorsrsquo way

Counselrsquos primary

goal is to becomethe advisorrsquos trustaffiliate offering

seamless andtransparent back

office trust services

Cumberland Trust is

an independent trustcompany that allowsclients to retain their

own investmentadvisors Our focus is

on the beneficiariestheir needs and their

values rather than onmanaging financialassets

Highlights

New BusinessContact

Rosemary HueserVP Manager Advisor

Trust Services

(888) 957-6678rhueserbokfcom

Barry D BabbittNational Sales

Manager

(855) 867-9961bdbabbitt

comericacom

David R RiebeJames A Horty IIIKristen M Powers

(302) 658-7214business

developmentcomtrstcom

Brandon CrooksPrincipal

(717) 718-1600

bcrookscounseltrustcom

Michelle DiamondSr VP BusinessDevelopment

(615) 783-2540mdiamondcum-berlandtrustcom


National Charter National Charter Delaware Pennsylvania Tennessee

AverageAccount Size

$450000 $1 million NA $1 million $15 million


$26 billion $115 billion $16+ billion $500 million $15 billion

Custodianssupported

Works with all Alliance Partnerdriven

Works with all Works with all Works with all

Number of Relation-ships with Advisors

60+ 4000+ NA 15 500+

In-House Experts 130 5 18 4 26

Trust AccountingSystem

FISMetavante SunGardAddVantage

AccuTrust SEI SunGardAddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust

2 to 4 days 24 to 48 hours 7 to 14 days 3 to 7 days 7 to 14 days

Marketing support

includes

Trust education pro-gram with CE cred-its client marketing

pieces dedicatedsupport team

Nationwide salescoverage

Consultations cus-tomized presenta-tions exhibiting

speaking engage-ments on- and off-site meetings and

webinars

Brochures face-toface meetings withadvisors clients and


Meetings with advi-sors families and

prospects radio bro-chures whitepapers

product presenta-tions and advisor-friendly website



24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust

Co of AmericaMidland States

Bank

Dunham Trust Com-pany helps clientsdevelop wealth

accumulation assetprotection estate

planning and distri-bution strategies

A progressiveoutlook andnational charter

are foundationalto FNBTrsquos business

strategy to workwith advisors

nationwide

Heritage Trust fo-cuses on managingthe tools talent

and techniquesto preserve the

financial legacyand heritage of

both traditionaland nontraditionalfamilies

ITCrsquos business modelis based on Section9 of the Uniform

Prudent InvestorsAct and focuses on

delegation of invest-ment management

to our nationalnetwork of referringadvisors

The trust adminis-trators at MidlandStates Bank aver-

age over 20 yearsof experience in

the business holdimportant degrees

and professionaldesignations includ-ing JD MBA CFA

CTFA and CFPreg

Highlights

New BusinessContact

Nicole M VanceRegional Directoramp Senior Wealth

Planning Strategist

(888) 438-6426

nicolevancedunhamcom

Aric D BurchJD CWSreg

VPTrust officer

(608) 363-8164aricburch

bankatfirstnationalcom

Fred E WinterCPAPFS

Daniel T Montoya JD

(800) 850-7775 TrustAdvisor

HTrustcom

Andrew CraneEVP businessdevelopment

(855) 75TRUSTandyitcoacom

Patricia Fong JDVP Senior Trust

Officer

(815) 316 - 0222pfong

midlandsbcom


Nevada National Charter New Mexico South Dakota Illinois

AverageAccount Size

$15 million NA $750000 $1 million $700000


$26 billion NA $63 million lt$1 billion $1070 billion

Custodians

supportedWorks with all Fidelity Schwab

Northern TrustWorks with all Works with all Midland

States Bank


100+ NA 33 2000 50

In-House Experts 12 5 7 NA 10

Trust Accounting

SystemInfovisa TrustPortal Infovisa NA Innotrust

Supports Directed

TrustYes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust 3 to 10 days 3 to 7 days 2 to 7 days 72 hours 2 - 4 business days

Marketing support

includesBrochures

conference callsupon request face-

to-face meetingswith advisors clients

and prospects

Face-to-facemeetings with

advisors clients andprospects

Brochures face-to-face and web-based

meetings withadvisors clientsand prospects

nationwide

Trust Schoolbrochures face-to-face meetings with

advisors clientsand prospects

nationwide

InstitutionalInvestment

Consulting Trusteducation and

dedicated supportteam



25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust

Millennium TrustCompany is anindustry leading

custodian helpingAdvisors investors

and institutions domore by offering

niche expertlymanaged custodysolutions

National Advisors Trust (NATC) is thelargest independent

trust company inthe US It holds

a national trustcharter which

permits operation inall 50 states

Nevada Trust

Company is the only

full-service indepen-

dent trust company

in Nevada one of

the nationrsquos leading

jurisdictions for as-

set protection trusts

dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust

Deep roots deeperrelationships Everymember of the team

is focused on ensur-ing clients their

families and theiradvisors are happy

for generations tocome

Highlights

New BusinessContact

Reggie KarasManaging Director

(630) 368-5674

rkarasmtrustcompany

com

Cindy Ralls VP MktgKelly Saulsbury JD

VP

(913) 234-8200info

nationaladvisorstrustcom

David ThorsonVice President and

Treasurer

(702) 696-0000dthorson

nevadatrustcom

Kevin Batterton Managing Director

(212) 850-4055

kbattertonnyptrustcom

Brian SimmonsDeb Erdmann Trust Officers

(702) 577-1777info

premiertrustcom

States CharteredLi-censed In

Illinois National Charter Nevada Delaware Nevada

AverageAccount Size

$100000 $12 million $23 million $35 million $15 million


$9 billion $9 billion $150 million $13 billion $1 billion+

Custodianssupported

Works with all Fidelity and TD Works with all Works with all Works with all


1000+ 135+ RIAs 10 50 2900



Innovest SunGardAddVantagetrade

TrustPortal SEI SunGard

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust

24 hours 7 to 14 days 1 to 3 business days 5 days or less 24 hours

Marketing support

includes

Brochures webinarsone-on-one meet-

ings conferenceattendance website

whitepaperse-newsletters and

dedicated support

Access to the TRO program acomprehensive

private label trustmarketing program

for RIAs

Brochures face-to-face meetings withadvisors and pros-pects website with

relevant contentCo-marketing events

and activities

Face-to-facemeetings

attendance at salesmeetings assistance

with marketingmaterials

Monthly Webinarson trust topics

TrustAdvisor WhitePapers conference

calls personal clientadvisor meetings

brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware

Sterling Trustees Summit Trust

Company

As a Delaware-

based non-deposi-tory trust companyPrincipal Trust is

among a small butelite group of trust

providers who offerfinancial profes-

sionals the advan-tages of a Delawaretrust

Nimble growing

fast and flexibleenough to takeon alternative

asset classes andldquoproblemrdquo cases

Plenty of legaltalent on staff

makes it happen

Reliance Trust is

committed to help-ing advisors build astrong business and

achieve success They work with

advisors to offertrust services that

preserve the advi-sorclient relation-ship

An extremely high-

touch providerwith unbeatabletechnology Itrsquos

almost like havingyour own family

office on callfor your most

important clients

Focused exclusively

on helping theadvisors they workwith use trusts

to differentiatethemselves

and build theirbusinesses for the

very long haul

Highlights

New BusinessContact

Jonathan KellyDirector of Business

Development

(800) 332-4015Kellyjonathan

principalcom

Andre SearsSenior Trust Officer

(702) 479-3849

andretrustprovidentcom

Rosemary CrowleyVice Presidentndash

businessdevelopment

(888) 803-7466

rcrowleyrelicocom

Antony Joffe President

(610) 234-0626

ajoffesterlingtrusteescom

George Brown EVP business

development officer

(800) 822-6711 gbrown

summittrustcom


Delaware Nevada DelawareGeorgia

South Dakota Nevada

AverageAccount Size

$15 million $25 million $500000 $5 million $500000

Total Assets Under

Administration

$130+ billion $4 billion $128 billion $13 billion $240 million

Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System

Innotrust AccuTrust SunGard

AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold

Supports Directed Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes

Timeframe for Accep-tance of New Trust

7 to 10 days 24 hours 72 hours 72 hours 72 hours

Marketing support

includes

Training and educa-tion for financial

professionals clientinformation flyersand customized

marketing resourceoptions at no cost

Brochures webinarsone-on-one

consulting clientsand prospects

nationwide

Brochures productspecific presenta-

tions whitepaperswebinars face-to-

face meetings withprospects over $5

million

Face-to-face meet-ings with advisors

and prospectsclients brochuresspeaking engage-ments conference

attendance

Brochures articleswhite paperscustomized

presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business

since 1995 was apioneer in providingunbundled trust ser-

vices TCA does notmanage money in

house and as suchwill never provide a

competitive threatto our advisors

The Kingdom Trust

Company is thepremier providerof alternative asset

custody in thecountry We provide

our clients with themost flexible and

innovative custodysolutions available

The Private Trust

Company is com-mitted to deliver-ing professional

administrative trustservices in a seam-

less mannermdashhelp-ing you maintain

and strengthen yourclient relationships

Created by advi-

sors for advisorsthe in-house teamdraws on mul-

tiple disciplines inorder to make sure

investors and theiradvisors get what

they need

From self-directed

IRAs to family-owned businessesZiarsquos trust officers

know how to workwith exotic assets

mdash without thetemptation to man-

age them directly

Highlights

New BusinessContact

Bill RussellPresident

(202) 537 9600

brusselltcatrustcom

Scott FosterSr VP of Business

Development

(270) 226-1000sfoster

kingdomtrustcocom

Christopher JMcCutcheon

SVPNational SalesManager

(800) 877-7210 x7990

trustserviceslplcom

Christopher HoltbyDirector

(605) 224-4100

holtbywealthadvisorstrust

com

John AttwoodVice-President

amp BusinessDevelopment

(800) 996-9000

jattwoodziatrustcom


DC South Dakota National Charter South Dakota New Mexico

AverageAccount Size

$750000 $300000 $1 million $22 million $15 million

Total Assets Under

Administration

$425 million $1 billion $90 billion $180 million $770 million

Custodians

supported

Works with all NA Works with all Works with all Works with all

Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System

SunGard Charlotte AccuTrust Gold TrustPortal SunGard Charlotte Infovisa


Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes


1 to 3 days 3 to 5 days 7 to 10 days 72 hours 2 days or less

The Trust

ConciergeregOnline Profile

Brochures phoneconferences face-toface meetings with


nationwide

Collaboration ondigital media proj-ects white papersand press releasesconference amp event

co-sponsorshipsand shared website

link backs

Brochures articlesand white paperswebinars business

developmentmentoring

Webinarsbrochures

whitepapers

Brochures face-to-face meetings with


nationwide



AMERICArsquoS MOST ADVISOR-FRIENDLY TRUST COMPANIES

28

The Advisory Trust Company of Delaware bull 2710 Centerville Road Suite 101 Wilmington DE 19808

wwwadvisorytrustcocom

ADVISORY

TRUST

New business contactMike Flinn Vice President - West Regional SalesConsultantPhone (602) 908-1497

e-mail mflinnadvisorytrustcocom

James North Vice President - East Regional SalesConsultantPhone (480) 980-7260e-mail jnorthadvisorytrustcocom

Mary Anderson Vice President - Key AccountsManagerPhone (302) 636-8506e-mail mandersonadvisorytrustcocom

States charteredlicensed inDelaware charter and subsidiary of national bank

Average account size $13 millionTotal assets under administration $21 billionCustodians supported Works with allNumber of relationships with advisors 800+

Annual minimum fee $3500Fee scale

First $1 million 50Next $2 million 40Next $2 million 30

Next $5 million 25Over $10 million 2015 discount on Delaware Directed Trustssubject to minimum

In-house experts 30 Trust Professionals includingCTFArsquos and Attorneys

Trust accounting system SEISupports directed trust YesSupports delegated trust YesTypical timeframe for acceptance of new trust

7 - 10 business daysMarketing support includes

Nationwide sales coverage speakingengagements conference attendancesite meetings marketing materialdedicated support team

Te Advisory rus Company o Delaware a wholly ownedsubsidiary o Wilmingon rus NA and par o he MampBank corporae amily works exclusively wih proessionaladvisors helping heir cliens achieve heir financial goals by

using he ull-range o rus sraegies For over 20 years wehave been recognized as an indusry leader in developing andserving he ldquoadvisor riendly cusodian agnosic unbundledrdquopersonal rus adminisraion arena

Our business was buil in parnership wih advisors Weare no a money manager or a broker-dealer We ocus onadminisering russ and no compeing wih you or businessOur business model allows you o manage he invesmens ohe rus

A Advisory rus

bull We are ldquocustodian neutralrdquo able to work with a myriad ofcusodians

bull Our sta of experienced trust professionals focuses on working with advisors to eectively facilitate complexransacions

bull Our Delaware charter provides you and your clients withaccess o one o he naionrsquos mos wealh-riendly locaions

wih benefis relaing o axes privacy and asse proecion

Advisory Trust may serve as trustee and oer administrationservices or virually any ype o personal rus includingrevocable and irrevocable russ chariable russ and amily

russ Advisory rus is ruly a service company ha ocuses on doingone hing well consulaive disribuion o rus services oproessional financial advisors like you We are domiciled inDelaware one o he mos wealh-riendly saes in he US

I you have quesions do no hesiae o call us a 8002586334or send an email o inquiriesadvisoryruscocomHE FOEGOING IS POVIDED FO INFOMAIONAL PUPOSES ONLY I is no designed orinended o provide financial ax l egal accouning or oher proessional advice since such advice alwaysrequires consideraion o individual circumsances I proessional advice is needed he services o a pro-essional advisor should be sough






30

New business contact

Connie Weber

Director of Business Development

Phone (775) 297-4579

e-mail cweberalliancetrustcompanycom

States charteredlicensed in Nevada

Average account size $15 million

Total assets under administration $340 million

Custodians supported Works with all

Number of relationships with advisors 50

Fees (for directed and discretionary trust services)

Annual minimum fee $1500

Fee scale

$0-1 million 050$1-3 million 045

$3-5 million 040

$5-10 million 035

Over $10 million 025

In-house experts 2 attorneys 3 CFPreg (CertiedFinancial Planners) 1 tax accountant

Trust accounting system HWA Intrsquol TNet

Supports directed trusts Yes

Supports delegated trusts Yes

Typical timeframe for acceptance of new trust

24 HoursMarketing support includes Brochures face-to

face meetings with advisors and their prospectswebsite with relevant content

Advisors across he US are realizing ha Nevada is ruly he bes jurisdicion or russ Solid rus laws wih good judicial backing no sae income ax or capial gains ax and noexcepion crediors makes Nevada a haven or rus asses

Couple he avored rus and ax climae wih he advisor-riendly approach o Alliance rus Company and you havehe perec fi or your cliensrsquo rus asses Alliance rusis happy o serve as rusee and only rusee says GregCraword co-manager o he firm ldquoWersquore in he supporingrole wersquore no going o disrup any exising relaionships wih financial advisors CPAs or atorneysrdquo

ldquoUnlike mos rus company officers wersquore ormerfinancial advisors ourselves and we know he roles

and responsibiliiesrdquo says Craword ldquoWe have a goodappreciaion or he advisor-clien relaionshiprdquo

Alliance prides isel on providing rus soluions ailored oindividual needs ldquoWih a lo o rus deparmens i yoursquoreslighly ouside he box hey say nordquo says Craword ldquoTarsquosno us991252we accep complex siuaions no jus cookie-cuter russrdquo

Working wih all sors o rus accouns rom asseproecion russ o non-cusodial IRrsquos gives Alliance a wealh o knowledge hey enjoy sharing wih advisors rom

all over he counryldquoWe ake calls every day rom financial advisors wihquesions regarding how we work wih hem and heircliensrdquo Craword said ldquoWe hear many sories abou howheir own rus deparmens ry o ake away heir rusassesrdquo Alliance rus Company is employee owned andno beholden o any bank brokerage firm or insuranceagency rue independence makes or conflic ree service

Alliance Trust Company bull 5375 Keitzke Lane ndash 2nd Floor Reno NV 89511 bull www alliancetrustcompanycom




31

ARGONNET R U S T C O M P A N Y

Preserving your Values amp Valuables ndash In Perpetuity

Argonne Trust Company bull 503 E 6th Street Dell Rapids SD 57022 bull wwwArgonneTrustcom

Souh Dakoa is ranked as one o he mos avorablesaes or russ in America

oey Dieendor he firmrsquos CEO is a seasoned veeran

in he wealh managemen arena However adding Argonne rus in Souh Dakoa o he Dieendoramily o financial service companies ses he firm on asolid pah or reaching is 200h anniversary in 2075

ldquoSouh Dakoa gives us he ools o proec andpreserve no jus a amilyrsquos valuables bu heir valuesas well Tis gives us a oally new way o managing

wealh991252 a ldquo3 Dimension WealthMrdquo approach(personal financial and social)rdquo says oey Dieendor

Dell apids SD is locaed jus 15 minues norh o

Sioux Falls where we purchased an hisoric church orour oces We are staed with a Chief Trust Ocer

wih 19 years o rus adminisraion experience So wheher irsquos an asse proecion rus a chariable rusan insurance rus or a dynasy rus Argonne rus isequipped o work wih you and your advisors

Argonne rus is clien cenric Te same servicemodel ha has served our cliens or over 138 yearsis he bedrock upon which we coninue o buildoey Dieendor believes ha ldquoBeing he David in

he land o Goliah rus companies acually workso our advanage We do no have o do hings inhe convenional way nor do we wan o For us irsquosall abou onersquos values which is wha we seek o helpamilies preserve Tis is no a job irsquos a missionrdquo

New business contact Monroe ldquoRoeyrdquo Diefendorf Jr Trust Marketing Ocer

Phone (800) 521-0267

e-mail RoeyArgonneTrustcom

States charteredlicensed in South Dakota

Division of Banking charter issued 3292012


Custodians supported All

Purposeful trusts language Spoken here

Fees (for directed trust services)


Fee scale

First $5 million 15 bps ndash 25 bps

Next $5 million 1375 bps ndash 20 bps




In-house experts 1 JD (Juris Doctor) 3 CFP(Certied Financial Planner) 2 CIMA (CertiedInvestment Management Analyst) 4 CAP(Chartered Advisors In Philanthropy) 1 CPA(Certied Public Accountant) 2 CTFA (Certied Trust Financial Advisor)

Trust accounting system Trust Accountant

Supports directed trust YesSupports delegated trust Yes


2 to 7 days

Marketing support includes A bookwritten by Roey Diefendorf on pur-poseful trusts webinars brochuresface-to- face meetings with prospectsand clients throughout the country




32

Bankers Trust Company of South Dakota bull 5032 S Bur Oak Pl Suite 131 Sioux Falls SD 57108

wwwbankerstrustcomsouthdakota

Souh Dakoa has some o he mos flexible and setlorriendly rus laws in he counry noes Alice okahr

wealh planning officer a he firm

Since 1983 afer he repeal o he ule againsPerpeuiies he Souh Dakoa legislaure wih heassisance o he Governorrsquos ask Force on ruseorm has aken a proacive role in ensuring ha hetrust laws in South Dakota oer lsquothe bestrsquo in todayrsquosrus and corporae environmen

Souh Dakoa has consisenly been recognized inrus and Esaes Magazine as having he bes rus lawenvironmen o any sae in he counry based upon 25dierent criteria

Te laws in Souh Dakoa provide any US ciizen aplace o adminiser an irrevocable rus and proec heasses rom crediors I properly drafed he asses inrus will be excluded rom he setlorrsquos esae SouhDakota oers the most robust laws regarding the useo rus Proecors a saue which oher saes havecopied South Dakota also oers liberal parameters fordecaning an exising rus Mos cliens couple one ormore o hese benefis wih he Souh Dakoa direcedrus saues o creae a flexible rus documen

Bankers rus Company o Souh Dakoa wascharered in 1999 o serve ulra-high ne worhamilies in a srucure ha closely resembles ha oa amily office Jessica Beavers Presiden adds ldquoWeundersand he complexiy and needs o he wealhyand willingly work wih he clienrsquos local financialand ax advisors We undersand a financial advisorrsquosrelucance o work wih radiional rus offices and

we work o ensure ha he clien relaionship wih hefinancial advisor is kep inacrdquo

New business contact Alice Rokahr Wealth Planning Ocer Phone (605) 338-5033

e-mail arokahrbankerstrustcom



Total assets under administration $25 billion


Number of relationships with advisors 35+

Fees (contact Alice Rokahr for current publisheddirected fee schedule for trust services)


In-house experts 2 JD (Juris Doctor) 1 CTFA(Certied Trust and Financial Advisor) 1 CISP(Certied IRA Services Professional)

Trust accounting system SunGard AddVantage

Supports directed trust Yes

Supports delegated trust No unless given specicmandate in trust document rather than general

Typical timeframe for acceptance of new trust 3 to 7 days

Marketing support includes Brochures white

papers face-to- face meetings with advisorsclients and prospects nationwide




33


Rosemary Hueser

VP Manager Advisor Trust Services

Phone (888) 957-6678

e-mail rhueserbokfcom

States charteredlicensed in National Charter

Average account size $450000






Fee scale

First $1 million 50Next $2 million 40

Next $2 million 35

Over $5 million negotiable

In-house experts 130

Trust accounting system FISMetavante


Supports delegated trust Yes

Typical timeframe for acceptance of new trust 2 - 4 business days

Marketing support includes Trust educationprogram with CE credits client marketing piecesdedicated support team

A ocus on local on-he-ground experise backed wih hepower o a naional charer is he key o BOK Financialrsquosadvisor trust oering explains manager Rosemary HueserldquoWe have invesed in 130 adminisraive officers spreadacross nine saes or a reasonrdquo she says ldquoAnd wersquore readyo compee anywhere else in he counry o ge advisorsand heir cliens wha hey needrdquo

Backed by he srengh and sabiliy o BOK FinancialCorporaion991252a $28 billion regional financial servicesholding company he BOK Financial Advisor rus eamcan bring ruly ormidable resources o he able Onaverage each officer has more han 20 years experience inhe corporae rus arena bu is sill as service-driven as hesmalles independen sar-up

Because the company eectively competes against both banks and independen firms ees compare avorably o whaadvisors could negoiae or heir cliens in eiher channel

Te range o advisor-riendly services ha BOK Financialprovides is wha ses is advisors apar Tey specialize inadminisering personal russ managing specialy assesand socks and bonds handling escrow and probaesetling esaes supporing sel-direced IRs and runningchariable and philanhropic russ

BOK Financial enhances he advisorclien relaionship byproviding objecive rus soluions while financial advisorsdeliver comprehensive invesmen managemen wihhe flexibiliy o holding clien asses wih heir preerredcusodian

Services are provided by Bank o Albuquerque Bank o Arizona Bank o Arkansas Bank o Kansas Ciy Banko Oklahoma Bank o exas and Colorado Sae Bankand rus divisions o BOKF NA a subsidiary o BOKFinancial Corporaion

BOK Financial Corporation bull Bank of Oklahoma Tower bull PO Box 2300 Tulsa OK 74192 bull wwwbokfcom




34

Comerica Bank amp rus NA (ldquoComericardquo) is a leadingprovider o rus and fiduciary services in he Unied SaesOur eam o proessionals works closely wih you hefinancial advisor o address he objecives o your clienrsquosfiduciary needs

As a leader in he fiduciary business we recognize heimporance o alliances o deliver specialized services acrossorganizaions Wih he abiliy o service cliens hroughouhe naion Comerica and is alliance parners deliver he

bes o boh worlds excellence in rus adminisraioncombined wih proessional invesmen managemenservices provided by our alliance parners

Comerica has he deph and experience o deliver reliable

sound fiduciary servicesbull Comerica Incorporated is a New York Stock Exchangelised company (CMA) and among he weny-fivelarges US bank holding companies

bull Comericarsquos Fiduciary business has over $100 billion inrus Asses and over 450 employees

bull Comericarsquos Trust Alliance program was established in1996 and coninues o grow fiduciary alliances now wih13 Alliance Parners and over $115 billion in Alliancerus Asses

bull Alliance Trust administration is conducted in 13 localoffices across he US

bull Comerica was an industry leader in obtaining approval toprovide fiduciary services in all 50 saes

bull In addition to nancial asset management provided byour Alliance Parners Comerica also has he capabiliy omanaging he non-financial asses such asbull Residential and commercial real estatebull Closely Held Business interests and FLIPSbull Mineral Interests foreign and domestic

bull Comerica also provides estate selement servicesnaionwide


Barry D Babbitt National Sales ManagerProfessional Trustee Alliances

Phone (855) 867-9961 Toll Free

e-mail bdbabbittcomericacom

States charteredlicensed in National CharterAverage account size $1 millionTotal assets under administration $115 billionCustodians supported Alliance Partner drivenNumber of relationships with advisors over 4000

Fees (for Trust Administrative Services)Annual minimum fee $3000Fee scale

bull 65 bps on rst $1 millionbull 57 bps on next $1 millionbull 50 bps on next $3 millionbull 40 bps on next $5 million

In-house experts Several JDs and othervarious professional estate trust and investmentdesignationsTrust accounting system Sungard AddVantageSupports directed trusts YesSupports delegated trusts YesTypical timeframe for acceptance of new trust

24 ndash 48 hoursMarketing support includes Nationwide sales

coverage

Comerica Bank amp Trust NA bull 411 West Lafayette MC3300 Detroit MI 48226 bull wwwcomericacom




35


The Business Development Group

David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214

e-mail businessdevelopmentcomtrstcom

States licensedchartered in Delaware only

Total assets under administration $16+ billion


Number of relationships with advisors NA

Fee NOT based solely on asset value tailored foreach client group and relationship in order tobenet the client and remain competitively priced

In-house experts 6 Attorneys (4 with LLM and1 with TEP designation) 5 Trust Administrators2 CPAs 2 CBCs 1 IRS Enrolled Agent and2 CTFAs

Trust accounting system AccuTrust


Support delegated trusts No

Typical timeframe for acceptance of new trust7-14 days (we perform due diligence upfront to

expedite administration and future distributions) Marketing support includes Consultations

customized presentations exhibiting speakingengagements on- and o-site meetings withclients and advisors and webinars

Commonwealth Trust Company bull 29 Bancroft Mills Road Wilmington DE 19806 bull wwwcomtrstcom

Commonwealh is seadasly commited omainaining is independence as a rus Company

wihou an invesmen arm Te company hasmainained is independence or more han 80 years

which allows Commonwealh o ocus enirely uponefficien rus adminisraion and prevens conflicso ineres

Trough working wih Commonwealh rusCompany you will have he advanages o Delawarerus Laws Cour Sysem Legal Case PrecedensCapial Gains and Income ax Advanages

Te Commonwealh eam is experienced andcomorable dealing wih complex maters

such as closely held amily-owned businessessuccession planning dynamic amily siuaionsand inernaional planning as well as complicaedax and accouning scenarios Unlike oher ruscompanies we do no ousource any adminisraiveuncions all o our work is perormed a our soleoffice in Wilmingon Delaware

ldquoOur independence flexibiliy and experience are jus some o he reasons ha financial proessionalsatorneys and heir cliens rom all over he worldenjoy working wih Commonwealh and we plan o

keep i ha wayrdquo explains Presiden Cindy Brownand CEO Caroline Hory Dickerson




36


Brandon Crooks Principal

Phone (717) 718-1600

e-mail bcrookscounseltrustcom

States licensedchartered in Pennsylvania







Fee scale

First $1 million 040Next $2 million 035Next $2 million 030Next $5 million 025Over $10 million 020

In-house experts 1 CTFA 1 CFP 1 CFA 1 MBA

Trust accounting system SEI


Support delegated trusts Yes

Typical timeframe for acceptance of new trust3 to 7 days

Marketing support includes Brochures face-toface meetings with advisors clients and prospectsnationwide

Counsel Trust Group bull 224 Saint Charles Way Suite 100 York PA 17402 bull wwwcounseltrustcom

Counsel rus was esablished in 2002 by rusproessionals ndash all ormer execuive level rus officerso banks o serve he needs o heir independen

advisory firm ECA Invesmen Group IncECA coninues o be Counselrsquos larges advisory clien

Wih deep experience in serving he needs o ECAand oher advisors Counsel rus is exending andexpanding is direced rusee services

Counsel undersands how vial i is or advisors odirec and conrol heir clien relaionships Counselrsquosprimary goal is o become he advisorrsquos rus affiliaeoering seamless and transparent back oce trustservices Advisors can also choose o privae label

heir own dba (doing business as) rus company wihCounsel compleely in he background

Counsel oers a exible platform enabling advisorso cusody clien asses a SEI or alernaivelyadvisors can mainain heir cliensrsquo exising cusodiano reain porolio managemen coninuiy

Counsel Trust is commied to oering high qualityatenive rus adminisraive services enablingadvisors o concenrae on invesmen managemenand mainaining he clien relaionship Advisory

cliens receive he benefi o qualiy managemen wihin a rus srucure ha serves heir unique esaeand invesmen planning needs






38

A Dunham rus Company we help our cliensdevelop wealh accumulaion asse proecion esaeplanning and disribuion sraegies specificallydesigned o mee heir immediae needs while alsoplanning or he uure

o ensure ha clien-specific objecives are bohaddressed and me we work closely wih he rusedproessionals in our clienrsquos lives such as heir financialadvisors atorneys and accounans Because we akepride in building relaionships ha ruly do las orgeneraions we ake he ime o esablish personalrelaionships wih each and every clien

Jerey Dunham President of Dunham Trust Company

says ldquoPeople come o us wih a variey o needs bu allhave he common desire o ensure ha heir reiremenand esae planning goals will be handled in accordance

wih heir wishes Tese are exremely personal andmeaningul maters o our cliens and o us Tarsquos why

we provide all o our cliens wih personal access o meand o each and every member o our eamrdquo

Proecing and saeguarding he wealh ha one hasalready accumulaed is criical o he services weprovide Dunham rus Companyrsquos experienced eamhelps o ensure ha he ranser o a clienrsquos esae otheir heirs is achieved in an orderly cost-eective andhoughul manner We ake personal responsibiliy orevery rus accoun giving i he same care we wouldour own

Dunham Trust Company bull 241 Ridge Street Suite 100 Reno NV 89501 bull wwwdunhamtrustcom

New Business ContactNicole M Vance Regional Director amp Senior WealthPlanning Strategist Phone (888) 438-6426

E-mail nicolevancedunhamcom

States CharteredLicensed in Nevada

Average Account Size $15 million

Total Assets under Administration $26 billion


Number of Relationships with Advisors 100+

Annual Minimum FeesDirected TrustServices $3500

Fee Scale


Next $3 million 040

Over $5 millionNegotiable

Discretionary TrustServices $3500

Fee Scale


Next $3 million 090


In-house Experts 1 attorney with Estate and TrustPlanning experience 2 CTFAs as well as 5 externalRegional Directors and 4 internal RegionalMarketing Associates who provide FinancialAdvisors with business development and Trustsales support

Trust Accounting System Infovisa

Supports Directed Trust YesSupports Delegated Trust No

Typical Timeframe for Acceptance of New Trust3 to 10 days

Marketing Support Includes Brochures conferencecalls upon request face-to-face meetings withadvisors clients and prospects




39

First National Bank and Trust Company bull 345 E Grand Ave Beloit WI 53511 bull wwwbankatrstnationalcom

ldquoAdvisors have nohing o ear Our goal is o work wihhem no disrup exising relaionshipsrdquo assures AricBurch head o Firs Naional Bank and rusrsquos (FNB)advisor-riendly rus division

A progressive oulook and naional charer areoundaional o FNBrsquos business sraegy o work wihadvisors naionwide ldquoNo every rus requires i o bemoved to a dierent state Advisors need a partner whocan adminiser russ in heir home sae Our naionalcharer allows us o provide ha servicerdquo saes AricBurch Currenly FNB works wih advisors in fivedierent states none known for tax advantages

Backed by a solid financial insiuion and wih over

140 years o combined rus experience FNBrsquos depho knowledge and experience allow i o work wihadvisors o preserve he advisorrsquos clien relaionship byhandling he rus adminisraion o virually all ypes oruss including special needs russ setlemen russchariable russ and pe russ

FNB is no affiliaed wih any broker-dealers oradvisory firms keeping i ree rom conflics o ineres

when working wih advisors

ldquoOur naional rus charer gives us an advanage mos

advisor riendly independen rus companies lack heabiliy o be a single rusee or advisors wih cliens inmuliple saesrdquo noes Aric Burch

New business contactAric D Burch JD CWSregVice PresidentTrust ocerPhone (608) 363-8164 or

(800) 667-4401 ext 8164 e-mail aricburchbankatrstnationalcom


Average account size NA

Total assets under administration NA

Custodians supported Multi-custodial (FidelitySchwab Northern Trust)


Fees


Fee scale First $1 million 050Next $3 million 040Next $3 million 030Over $7 million 025

In-house experts 1 attorney (JD) 1 CFP (Certied Financial Planner) 1 CTFA 1 CRPC (CharteredRetirement Planning Counselor) 1 CWSreg (CertiedWealth Strategist)

Trust accounting system TrustPortal


Supports delegated trust NoTypical timeframe for acceptance of new trust

3 to 7 days

Marketing support includes face-to-face meetingswith advisors clients and prospects






41


Andrew Crane

EVP business development

Phone (855) 75TRUST

e-mail andyitcoacom



Total assets under administration lt $1billion

Custodian-neutral Yes




Fee scale$0-$3 million 050 - 075

$3-$5 million Please contact us

In-house experts Retained outside counsel

Trust accounting system Yes



Typical timeframe for acceptance of new trust72 hours

Marketing support includes

Trust School brochures face-to-face meetingswith advisors clients and prospects nationwide

IC is a Souh Dakoa charered independen ruscompany Founded by Sana Fe rus one o hefirs advisor riendly rus companies in he USIC is owned and managed by enrepreneurs wihpersonal rus experience as granors beneficiariesand rusees Our business model is based onSecion 9 o he Uniorm Pruden Invesors Ac andocuses on delegaion o invesmen managemen oour naional nework o reerring advisors

Originally ounded in 1997 we grew by word omouh o service accouns in 48 saes Because

we have never adverised naionally we atribueour rapid growh o our proprieary advisorraining program known as rus School IC

was esablished o service he coninued naionaldemand or a rusee ha is unaffiliaed wih any

bank broker dealer IA atorney accounaninsurance or oher financial proessional

Because we have been cliens o some o our compei-ors we undersand he demands advisors have inservicing high ne worh cliens We ac as an inde-penden advocae o help advisors grow by ideniy-ing and closing rus opporuniies Our ineracionsare ocused on building alignmens o ineres wihreerring advisors Our conservaive disciplined com-mimen o mainaining our independence and rigor-ous adherence o our cliens rus documens is heulimae securiy or reerring advisors

Because ICrsquos only business model is he delegaiono invesmen managemen we are arguably heleas confliced rus provider in he US Conacus oday o learn more abou ways o grow your

book wih rus cliens a major growing marke orinvesmen advisors

Independent Trust Company of America bull Post Oce Box 3270 Rapid City South Dakota 57709 bull itcoacom




42

Midland States Bank bull 1201 Network Centre Drive bull Engham IL 62401 bull wwwmidlandsbcom

Te rus adminisraors a Midland Saes Bank averageover 20 years o experience in he business hold impor-an degrees and proessional designaions including JDMBA CFA CFA and CFPreg bu wha ruly ses hemapar is he communiy bank service culure hey pro-

vide o cliens co-rusees and rus beneficiaries

ldquoWe have incredible op-noch experise on his eamrdquosays Paricia Fong JD CFC senior rus officer a Mid-land Saes Bank ldquoand rom an operaional and compli-ance perspecive wersquore righ in line wih all he biggesrus companies ou here bu o our cliens we are sillhe local rus proessionals who hey have been working

wih in some cases or 20 or 30 yearsrdquo

Te lis o services where Midland Saes Bank has deepand specialized experise is exensive

bull Personal Trusts

bull Charitable Trusts

bull Estate Selement

bull Specialty Assets

bull Selement Trusts

bull Closely held businesses

bull Farm Management

bull Wealth Transfer

ldquoWe have been hrilled o be able o parner wih somegrea invesmen proessionals who have similar clienservice philosophiesrdquo Pa says ldquoand are consanly look-ing or ways o add value o hese relaionshipsrdquo

Wheher hrough educaion fiduciary oversigh or rusaccouning he eam a Midland Saes Bank has beenadding his value or years

New business contact Patricia Fong JD VP Senior Trust Ocer Phone (815) 316 - 0222

e-mail pfongmidlandsbcom

States charteredlicensed in Illinois



Custodians supported Midland States Bank

Number of Relationships with Advisors 50



Fee scale

First $1 million 50 Next $2 million 40Next $2 million 35 Over $5 million negotiable

In-house experts 10

Trust accounting system Innotrust



Typical timeframe for acceptance of new trust2 - 4 business days

Marketing support includes InstitutionalInvestment Consulting Trust education anddedicated support team






44

New business contact Tom Linho JD ndash Sr Vice President of Trust Jennifer Hunter JD ndash VP and Trust Counsel Cindy Ralls ndash VP of Marketing

Phone (913) 234-8200e-mail infonationaladvisorstrustcom




Custodians supported Can serve as trusteeand custodian or trustee on the Fidelity or TDAmeritrade platforms

Number of relationships with advisors 150 RIAs

Fees (for directed trusts and Agent for Trustee)

Trusts Agent for TrusteeAnnual Minimum Fee $4500 $600

Up to $2 million 045 012

Next $3 million 040 010

Over $5 million 025 008

Over $10 million NegotiableNote Shareholders of National Advisors Trust have lower fees

than indicated above and expanded services You may want to

consider becoming a shareholder rm Full fee schedules are

available by contacting csnationaladvisorstrustcom

In-house experts 6 Attorneys (JD) 1 Attorney withLLM 2 CTFAs

Trust accounting system SunGard AddVantagetradeSupports directed trusts Yes

Supports delegated trusts No

Typical timeframe for acceptance of new trust 5 to7 days for current referrals

Marketing support includes Access to the TRO pro-gram a comprehensive private label trust market-ing program for RIAs

National Advisors Trust Company FSB bull 8717 West 110th Street Suite 700 Overland Park KS 66210

wwwnationaladvisorstrustcom

Naional Advisors rus Company FSB (NAC) powershe success o egisered Invesmen Advisors (IAs) wihprofi-enhancing conflic-ree rus and cusody services na-ionwide ha promoe business growh and srenghen advi-

sorsrsquo clien relaionshipsNAC he larges independen rus company in he USowned by IAs was ounded on he belie ha in order orIAs o grow a successul business srenghen relaionships

wih cliens and improve profiabiliy advisors need conflic-ree comprehensive and flexible rus and cusody servicesTe company provides advisors wih he indusryrsquos mosadvisor-riendly services and soluions or growing heir busi-ness and enhancing relaionships wih high ne worh cliens

rus services are provided in every sae in he naion al-lowing advisors access o a naionwide choice o ax avored

rus siuses modern rus saues and cusomized rusadminisraion Addiionally NACrsquos siser company Na-ional Advisors rus o Souh Dakoa provides IAs wihexpanded rus services or high ne worh cliens who wisho ake advanage o Souh Dakoarsquos unique rus jurisdicionopporuniies or proecing and passing on wealh

Te companyrsquos rus epresenaive Office (O) programallows rus-ocused firms o marke a ull range o rus andrus cusody services under heir own brand wih privaelabeled branding and adminisraive rus services provided

by NAC Te O program also includes educaional andCE accredied programs and markeing suppor services

NACrsquos world class service is disinguished by highly respon-sive and cusomized services o mee he unique demands oadvisorsrsquo cliens and srenghen advisorsrsquo muli-generaionalclien relaionships A muli-cusodial echnology plaormadvisor suppor neworks and IA-specific business oolsurher suppor advisorsrsquo unique needs Wih NACrsquos solu-ions and pracice managemen services advisors are able oocus heir ime on building and mainaining relaionships

wih cliens while NAC works in he background o deliverechnology services programs and adminisraive suppor




45

Nevada TRUST COMPANY

Nevada rus Company is he only ull-serviceindependen rus company in Nevada We are noonly advisor friendly but advisor centered oering ourparners several key advanages

Complex Asset Administration In addiional oadminisering radiional markeable securiies wespecialize in handling exoic asses and can exendthe ability for advisors to oer these services and toparicipae or reerred accouns

bull Real Estate Trust Deeds

bull Private Placements

bull Private Equity Venture Capital

bull Intellectual Property

bull Mineral Rightsbull Private Collections

Institutional Back-Office Service We provide exensiveservices o IA firms including ull back office supporLearning o do all he paperwork advisors hae hasgiven us unique insigh ino wha advisors do bes Weknow wha makes you unique and how o deliver helevel o service your cliens expec

Asset Protection Nevada is becoming amoushroughou he naion as he bes place o se up asse

proecion russ We are very acive in developingand adminisering boh rus and corporae-basedasse proecion soluions

A Problem-Solving ApproachMany rus companiesavoid smaller or more complex russ We welcomehese relaionships and excel a developing creaivesoluions or advisors and heir cliens

New Business Contact David ThorsonVice President and Treasurer Phone (702) 696-0000

e-mail dthorsonnevadatrustcom


Average Account Size $23 million (Trusts)

Total Assets under Administration $150 million

Custodians Supported Custodian-agnostic or canprovide custody



Fee ScaleNevada Asset Protection Trusts $2500 annual

Irrevocable Life Insurance Trust (ILIT) $750 annual Trustee for Advisor-Directed Trust

$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045

$5 million+ negotiated

In-house experts 2 MBAs 1 CFPreg Additionalexpertise in corporate nance venture capitalprivate equity and business development



Supports delegated trusts YesTypical timeframe for acceptance of new trustOne to three business days afterreceipt of all documents

Marketing support includes Brochures face-to-face meetings with advisors and their prospectswebsite with relevant content Co-marketingevents and activities

Nevada Trust Company bull 3067 East Warm Springs Road Suite 200 Las Vegas NV 89120 bull wwwnevadatrustcom




46



Phone (212) 850-4055

e-mail kbattertonnyptrustcom

States charteredlicensed in Delaware





Fees (for trust services ndash directed or delegated trusts only)

Annual minimum feeDirected trusts $4500

Fee scaleFirst $5 million 035

Next $5 million 025Over $10 million 015

Delegated trusts $6000 Fee scale

First $5 million 055

Next $5 million 040


Note For non-discretionary trusts that hold onlypassive LLC interests a at annual fee of $5000 ischarged

In-house experts 2 attorneys plus a chief duciary

ocerTrust accounting system SEI



Typical timeframe for acceptance of new trust5 days or less

Marketing support includes Face-to-face meetingsattendance at sales meetings assistance withmarketing materials

New York Private Trust Co bull 200 Bellevue Parkway Ste 150 Wilmington DE 19809 bull wwwnyptrustcom

Wih an average rus relaionship size o $55 millionNew York Privae rus Company goes oe-o-oe wihhe bigges banks in he counry991252bu he firm is ardierent from those behemoths

ldquoBig banks are ypically accused o being bureaucraicunresponsive uncommunicaive and arbiraryrdquo saysichard rumpler chie operaing officer o he firm

ldquoWersquore none o hose hingsrdquo Insead New YorkPrivae operaes as a bouique providing high levelso personalized service eschewing bureaucracy andpriding isel on responsiveness

Te firmrsquos high level o service and is Delaware charerend o atrac advisors and atorneys who have verylarge clien relaionships

Is soluions are ailored o an advisorrsquos clienele Forinsance i charges only $5000 a year or adminiseringruss ha hold only passive LLC ineress

New York Privaersquos greaes advanage in working wihadvisors is ha991252unlike many banks991252i does nomanage invesmens says rumpler

In he Delegaing rusee arrangemen NYP chargesonly an adminisraive rusee ee and delegaes asse

managemen o he advisor who has brough in heclien subjec o ha advisorrsquos passing NYPrsquos duediligence review

ldquoWe specialize in delegaing invesmen managemeno financial advisorsrdquo he says ldquoOur business modelis fundamentally dierent and thatrsquos why nancial

advisors and rus atorneys like usrdquo




47

New business contacts

Brian Simmons Deb Erdmann

Trust Ocers

Phone (702) 577-1777

e-mail infopremiertrustcom



Total assets under administration $1 billion+





Fee scale

up to $1 million 060next $1 million 050

next $3 million 035

over $5 million negotiable

In-house experts 4 CTFAs (Certied Trust Financialand Financial Advisor) 3 NCGs (National CertiedGuardian) 2 CFPs (Certied Financial Planner)2 CISP (Certied IRA Services Professional) 1 QKA(Qualied 401(k) Administrator)

Trust accounting system SunGard


Supports delegated trusts YesTypical timeframe for acceptance of new trust

One business day after receipt of all documents

Marketing support includes Monthly Webinars ontrust topics TrustAdvisor White Papersconference calls upon request personal clientadvisor meetings brochures

Premier Trust bull 4465 S Jones Boulevard Las Vegas NV 89103 bull wwwpremiertrustcom

Premier rus was esablished in Nevada in 2001 byCEO and co-ounder Mark Dreschler Mark has 40

years o rus experience and has since grown he eamo over 36 members wih experise in esaes and russo all ypes and sizes Premier boass 17 rus officersand adminisraors wih decades o experience in headminisraion and compliance o personal russ andemployee reiremen programs

Premier emphasizes a eam approach ha allows i oaddress clien inquiries quickly in order o ocus on iscore value o adminisraive excellence

Te firm does no manage invesmens is cliensmainain he relaionships hey have wih heir

advisorsTe firmrsquos op prioriy Building long-lasing personalrelaionships wih is cliens and assising hem inproviding or heir heirs in accordance wih heir

wishes

I has more han 2900 relaionships wih advisors andprovides hem wih robus educaional and markeingsuppor rom monhly Webinars o brochures oconerence calls on reques

P REMIER T RUST ldquoItrsquos A Matter Of TrustrdquoSM




48

As a Delaware-based non-deposiory rus companyPrincipal rus is among a small bu elie group otrust providers who oer nancial professionals theadvanages o a Delaware rus 991252 while a he sameime supporing he advisorrsquos auonomy in a non-compeiive arrangemen

Financial proessionals manage he clien relaionshipand rus asses while Principal rus serves ascorporae rusee ocusing on adminisraiverequiremens Advisors use heir cusodian o reainasse managemen oversigh Tis srucure provides aporabiliy advanage over oher rus providers

Trough he companyrsquos Delaware charer cliens

benefi rom adminisraion under Delaware saelaws ha provide asse proecion sae-level axaionexclusions privacy and confidenialiy and he law operpeuiies

Principal rus allows a wide variey o asses o be held wihin a direced rus including bu no limied omarkeable securiies Limied Liabiliy CorporaionsLimied Parnerships S Corporaions residenial realesae and lie insurance Principal rus adminisersLiving Irrevocable Special Needs Chariable LieInsurance russ and more Acing as Agen hecompany can also assis an individual rusee in headminisraion o heir rus

Charered in 1899 Principal rus Company isDelawarersquos oldes non-deposiory rus company andranks among he larges in he naion In 1986 hey

became a member company o he Principal FinancialGroupreg

Principal Trust CompanySM bull PO Box 8963 Wilmington DE 19899-8693 bull wwwprincipaltrustcom


Jonathan Kelly


Phone (800) 332-4015

e-mail Kellyjonathanprincipalcom






Fees for directed trust services


Fee scale NOT based solely on asset valuetailored for each client group and relationship

in order to benet the client and remaincompetitively priced

In-house experts 3 CTFAs 1 CSNP

Trust accounting system InnoTrust


Supports delegated trust No

Supports Special Needs trust Yes

Typical timeframe for acceptance of new trust7-10 days Due diligence is performed upfront toexpedite administration and future distributions

Marketing support includes Training and

education for nancial professionals clientinformation yers and customized marketingresource options at no additional cost

Principal Trust Company

A member of

FinancialGroup

Principalreg




49

New business contactAndre Sears Senior Trust Ocer Phone (702) 479-3849 e-mailandretrustprovidentcom


Average account size Trust Accounts $25 MillionSelf Directed IRArsquos $120000






Fee scale 050 for all asset levels

In-house experts 7 tax and estate planningattorneys





Marketing support includes Brochures webinarsone on one consulting clients and prospectsnationwide

Provident Trust Group bull 8880 W Sunset Suite 250 Las Vegas Nevada 89148 bull wwwtrustprovidentcom

Providen rus prides isel on is nimbleness andflexibiliy which Parner Teresa Fete says springsdirecly ou o is independence

ldquoI an advisor comes in wih a clien who doesnrsquo meeeveryone elsersquos crieria we ofen can craf a producor service ha mees he clienrsquos needs and makedecisions prety quicklyrdquo

Providenrsquos cliens range in size rom small amilyruss o muli-million dollar accouns and includeindividuals muli generaional amilies amily officesas well as reiremen accouns

ldquoWe assis cliens in reaching heir reiremen goals inasses classes ha have never been available o heirinvesmen porolios beorerdquo says Fete

Providen is proud o be privaely owned and operaed We are no like he big bank rus deparmens or firms

A providen our mission is o eliminae unnecessaryred ape and ocus on wha really maters ndash deliveringhe highes level o service o mee your needs

Fete saes ldquoTe Companyrsquos culure o finding heldquoyesrdquo is he ldquohearbea o Providenrdquo ldquoI hink people

were looking or people in he financial service indusry

o be ransparen bu more so people waned o deal wih a company ha was willing o find he ldquoyesrdquo




50

eliance rus Company o Delaware (eliance ruso Delaware) is commited o helping advisors builda srong business and achieve success We work wihadvisors to oer trust services that preserve the advisorclien relaionship Our advisor-riendly business modelallows us o handle he rus adminisraion or yourcliensrsquo russ while you coninue o manage he clienrelaionship and provide invesmen advice o he rus

We undersand your business and parner wih advisorsproviding cusodial services invesmen managemenand clien relaionship managemen

Wih eliance rus o Delaware serving as rusadminisraor you keep he clien relaionship inac

while drawing on he resources o a large naional

rus company eliance rus o Delaware is a majorsubsidiary o eliance Financial Corporaion Is sisercompany eliance rus Company is one o he largesindependen rus companies in he Unied Saesmanaging and adminisering more han $128 billionin asses allowing eliance rus o Delaware o drawupon all he resources o an independen financialservices company wih a ruly naional reach

We can work wih your cusodial plaorm so you reainhe abiliy o manage he relaionship while keeping

asses a your firm Uilizing he open archiecureo your firmrsquos plaorm you reain access o he sameinsiuional-qualiy invesmen managemen firms andflexible invesmen soluions you are accusomed o

We respec your clien relaionships Wihin he boundso our fiduciary duies o loyaly imparialiy anddisclosure o all beneficiaries our rus officers willinclude you a he level o communicaion you requiresubjec o he rus beneficiariesrsquo approval


Rosemary CrowleyVice Presidentndashbusiness development

Phone (888) 803-7466

e-mail rcrowleyrelicocom

States charteredlicensed in Delaware Georgia


Total assets under administrationMore than $128 billion under management andadministration ($99 billion retirement plans$26 billion outsourced operations $25 billionpersonal trust and agency)


Number of relationships with advisors 600Fees (for discretionary accounts 40 discount for directed)

Annual minimum fee $3500 ($1500 for IrrevocableLife Insurance Trusts)

Fee scale

50 bps on rst $2 million 40 bps on next$3 million 30 bps over $5 million

In-house experts 4 JDs 14 CTFAs 2 CFPs 20 trustprofessionals average 13 yearsrsquo experience

Trust accounting system SunGard AddVantagetrade



72 hour turnaround on review of documents 2 to3 weeks for documentation including prior trusteeresignation and acceptance

Marketing support includesBrochures product specic presentationswhitepapers webinars face-to-face meetings withprospects over $5 million

Reliance Trust Company of Delaware bull 200 Bellevue Parkway Suite 220 Wilmington DE 19809 bull wwwreliance-trustcom

C O M P A N Y O F D E L A W A R E




51

New business contactAntony Joe President Phone (610) 234-0626 e-mail ajoesterlingtrusteescom






Fees (for directed and discretionary trust services)Fixed fee only depends on size type of asset heldin trust

In-house experts 2 JD (Juris Doctor)1 CPA (Certied

Public Accountant)Trust accounting system QED FinancialSalesforce




Marketing support includes Face-to-face meetingswith advisors and prospectsclients brochuresspeaking engagements conference attendance

Sterling Trustees LLC bull 101 S Main Ave Suite 302 Sioux Falls SD 5 7104 bull wwwsterlingtrusteescom

Serling rusees is a privaely held firm providing inde-penden rus managemen and adminisraive services ohigh ne-worh amilies Advisors working wih Serlingcan expec a conflic-ree business model and a responsivepartner says rm president Antony Joe

ldquoWe hink o ourselves as a high-ouch high-service in-dependen rus company Objeciviy drives all o ourrelationshipsrdquo Joe says ldquoWe also oer a technology ad-

vanage ha many oher independen firms canrsquo machrdquo

Using Serling ConnecSM heir proprieary sae-o-he-ar rus accouning sysem Serling akes on he fiduciaryrisk associaed wih delegaed russ by monioring anyinvesmen advisor in near-real ime

Tis echnology plaorm also enables Serling o providecliens wih access o an online poral where hey can viewcurren balances asse allocaion and perormance Forlarger russ wih muliple invesmen advisors he sysemaggregaes daa across hose advisors991252providing he clien

wih a consolidaed view o heir rus holdings asse al-locaion and perormance Lasly he online poral allowsamilies wih muliple russ o gae hem or securiy pur-poses For example a pariarch can monior all he russ

wihin his amily while a grandchild has access o hisheraccoun only

Te firmrsquos value proposiion exends ar beyond echnol-ogy including special experise in working wih inerna-ional advisors and cliens and in domesicaing oreignruss o he Unied Saes

Serling rusees was ounded on a guiding principle inde-pendence breeds success Te firm serves as a compleelyobjecive rusee991252clearly separaing he role o invesmenadvisor rom rusee




52

New business contactsGeorge P Brown PhD EVP MarketingKevin C Brown CEO Theresa Le JD ndash Trust Ocer Stephanie Saint-Cyr JD ndash Business Dev Phone (800) 822-6711 Las Vegas (702) 3150560 E-mail gbrownsummittrustcom ndash PA Oce kbrownsummittrustcom ndash PA Oce theresalesummittrustcom ndash NV Oce stephaniesummittrustcom ndash PA Oce


Average Trust account size $500000




Fees (for directed trusts and discretionary trusts)

Annual minimum fee $3000 and $4000 respec-tively Administrative Trusts $2000 annually

Directed DiscretionaryTrust Fees Trust Fees

First $1 million 050 150




Over $10 million - - negotiable - -

In-house experts 4 trust ocers 2 JDs 1 TEP

Trust accounting system AccuTrust Gold



Timeframe for acceptance of new trust 72 hours

Marketing support includes Brochures articleswhite papers customized presentations

Summit Trust Company bull 8861 W Sahara Avenue Suite 215 Las Vegas NV 89117 bull wwwsummittrustcom

All o us a Summi hank you or your business ha hasmade for a successful year at Summit is year we oernew esae planning services o enhance your cliensrsquo lives

Te Summit Estate Planning Center provides esaeplanning or everyone Every amily should have a

Will or Living rus From our home page you canhelp your clien ge a Will or a rus using our on lineechnology and guidance rom a nework atorney

Te reasure rove rust is or holding and managingangible asses including fine ar wine jewelry classiccars phoos and hisoric documens We have he

bes angible asse managemen firm and echnologyake your smar phone rom room o room and

upload picures o your privae file Wih one click youobain insurance ge a value or sell hrough SohebyrsquosChrisiersquos or oher fine ars firms

Te Summit Business Valuator is or business owners who spend up o $16000 or more or a valuaion Wih our echnology you provide his service or less You need his or business planning ldquobuy-sellrdquo esaeplanning or or gifing or selling a business

Extending our ServiceIn 2014 we will build our advisor eam wih skilled and

rained esae planning associaes Our arge is 500associaes rained in he echnologies a he SummiEsae Planning Cener




53


Bill Russell President

Phone (202) 537-9600

e-mail brusselltcatrustcom

States charteredlicensed in DC







Annual Administrative fee 50

Fee Scale Fee breaks are oered commensuratewith fee breaks oered by advisors

In-house experts 2 JD 1 CPA1 MBA 1 CTFA

Trust accounting system SunGard Charlotte




Marketing support includes Brochures phoneconferences face-to face meetings with advisorsclients and prospects nationwide Newly updatedwebsite with more useful Trust related information

TCA TrustCorp America bull 5301 Wisconsin Avenue NW Suite 450 Washington DC 20015 bull wwwyourtrusteecom

CA does no manage money in house and as such will never provide a compeiive hrea o our advisors

Insead CA rusCorp Americarsquos enire line o

business depends on hird pary invesmen advisors

CA in business since 1995 was a pioneer inproviding unbundled rus services

Jus as imporan as he ac we will never compee wih you CA undersands personal russ Our eamo atorneys and rus proessionals help make heinvesmen advisors we work wih ldquolook goodrdquo

In addiion o being knowledgeable CA can beexremely flexible CA can work wih almos any

cusodian and CA can hold real esae and oherilliquid asses wih he rus srucure

As an added benefi o our advisors CA workshard o make he ranser o exising russ easyand ransparen Te opporuniy exising or all ous has only expanded hanks o bank mergers andacquisiions which have helped creae a large numbero unhappy cliens eager o move heir russ o anexperienced Advisor and a compeen reliable rusee




54

The Kingdom Trust Company bull 401 E 8th St Sioux Falls SD 57103 bull wwwkingdomtrustcocom

Te Kingdom rus Company is he premier providero alernaive asse cusody in he counry We provideour cliens wih he mos flexible and innovaive cusodysoluions available Our ocus is on personalized serviceand complee clien saisacion

Our services range rom he simple sel-direced IRcusody o alernaive asses or he individual invesor oa wide-array o insiuional cliens In he insiuionalspace we oer sophisticated custody of private equityunds hedge unds und o unds and amily officesalong wih oher invesmen sponsors advisory firmsand broker-dealers Te Kingdom rus alernaive assecusody plaorm reflecs our core belie in he value oalernaive asse invesing

A Kingdom rus we undersand he expanded roleo he cusodian in he invesmen markeplace AsDodd-Frank legislaion evolves cusody is no longer

jus an add-on service bu i is a vial par o a companyrsquoslong-erm business sraegy Coninuing demands ormore compliance ransparency reporing and invesorproecions resuls in he role o he cusodian becomingincreasingly more imporan

Kingdom rus Company coninues o expand o meehe needs o all o our cliens rom coas o coas We areon a mission a Te Kingdom rus Company o rans-orm he invesmen world ino a markeplace where cli-en porolio diversiy is valued where he cusody solu-ion is ransparen and handled wih inegriy all whileensuring ha all o our relaionships have enduring value

Kingdom rus Company is regisered and regulaed inhe sae o Souh Dakoa as a non-deposiory rus com-pany wih headquarers in Sioux Falls SD Please direcany correspondence o 1105 Sae oue 121 Suie BMurray KY 42071

New business contact Scott Foster Senior Vice President of Business Development Phone (270) 226-1000 Chicago IL

e-mail sfosterkingdomtrustcocom

James A JonesVice President of Business Development Phone (270) 226-1000 Boston MA e-mail jjoneskingdomtrustcocom



Total assets under custody $1 billion


Account Establishment Fee $50Annual Fees $0-$50000 ($195) x (0031 x Asset Value) $50001-$100000 ($195) x (0026 x Asset Value) $100001-$150000 ($195) x (0023 x Asset Value)

$150001-$250000 ($195) x (0021 x Asset Value) $250001-$500000 ($195) x (0019 x Asset Value)

$500001-$1000000 ($195) x (0018 x Asset Value) $1000001 or Greater Negotiable Additional transaction fees (see website)

Institutional Fee Schedule Call businessdevelopment ocers

In-house experts 2Trust accounting system AccuTrust Gold




Marketing support includes Collaboration ondigital media projects white papers and pressreleases conference amp event co-sponsorships andshared website link backs




55


Christopher J McCutcheon SVPNational SalesManager

Phone (800) 877-7210 x7990

e-mail trustserviceslplcom








Tax processing and return preparation fee of $475 willbe charged annually

Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps

In-house experts 3 attorneys 1 CPA




Typical timeframe for acceptance of new trust7-10 days

Marketing support includes Brochures articles andwhite papers webinars business developmentmentoring

The Private Trust Company NA bull 1422 Euclid Avenue Cleveland OH 44115 bull wwwtheprivatetrustcompanycom

Te Privae rus Company NA an affiliae o LPLFinancial and licensed in all 50 saes under is 1995naional banking charer serves as rusee co-ruseeor agen or he rusee while specializing in delegainginvesmen and relaionship managemen o financialadvisors

Tis model allows or cliens and beneficiaries ouilize he expers o Te Privae rus Company oprovide proessional rus adminisraive services whileousourcing he invesmen managemen services oheir chosen financial advisor

As a financial advisor or IA where do you findprospecs wih personal russ Te bes place o sar

is in your own book o business You may have cliens wih rus accouns ha are currenly managed by a bank and are dissaisfied wih he qualiy o service orinvesmen perormance o heir accoun

For hese cliens i may be possible o ranser he ruso Te Privae rus Company and have he assesmanaged by you heir chosen financial advisor Newruss can name PC as curren rusee or successorrusee o he granor

In addiion Te Privae rus Company can assis

individual rusees in he adminisraion o heirruss in our capaciy as agen Simply pu your clienremains rusee while delegaing adminisraive andoperaional duies o PC or he purposes o ensuringcompliance wih he governing insrumen andapplicable sae law

The Private Trust CompanyN A




56

Wealth Advisors Trust Company bull 330 Poplar Ave Suite 103 Pierre SD 57501 bull wwwwealthadvisorstrustcom

Wealh Advisors rus Company an independencorporae rus company describes isel as a parnero advisors in helping o mee cliensrsquo financial goals

We provide 6 disinc advanages or advisors

1) Cusodian neural

2) Makes process o changing rusees easy

3) Does no manage invesmens

4) eaches advisors how o grow heir rus business

5) Innovaive SmarIRtrade helps advisors reainasses rom one generaion o anoher

6) A rus company creaed by advisors or advisors

Te groundbreaking SmarIRtrade developed by WAC is revoluionizing asse reenion by keepingclien asses wih you he preerred advisor evenafer your clien dies Tis process has been eaurednaionally and is helping advisors reverse he 80asse loss rae when cliens pass away

WACrsquos Souh Dakoa licensing allows i o providerus advanages including no sae income or capialgains ax unlimied duraion russ sel-setled asseproecion russ and simplified rus decaning

Is eam includes Chuck Sharpe board cerified inEsae Planning and Probae wih experise in esaeand business succession planning chariable givingand asse proecion


Christopher Holtby Director

Phone (605) 224-4100 Cell (817) 715-1131

e-mail holtbywealthadvisorstrustcom

States licensed in South Dakota






Annual minimum fee $5000 ILITrsquos $1500

Fee scale


Next $3 million 050Next $5 million 040

Over $10 million Negotiable

In-house experts 1 CTFA (Certied Trust Financialand Financial Advisor) 1 JD (Juris Doctor)1 Board Certied in Wills and Estates Attorney1 CPA (Certied Public Accountant)1 CFP (Certied Financial Planner)

Trust accounting system Sungard Charlotte



72 hours

Marketing support includes Webinars brochureswhitepapers

To learn more about directedtrusts download Directed Trusts

Made Simple Click cover to rightfor complimentary download

FREEDOWNLOAD






When it comes to the custody of alternative assets in self-directed retirement plans the professionals aNext Generation Trust Services are your trusted resource As a full-service administrator of these plans ware experts in all aspects of the nontraditional investments these plans allow

At Next Generation wersquore fanatics about delivering superior customer servicemdashstarting with thein-depth expertise of our knowledgeable friendly staff and the education we provide to financialadvisors and investors

Our professionals answer your questions quickly and efficiently and offer expert guidance aboutnontraditional investments And our web-based tools make it easier for you and your clients to managetheir self-directed IRAs anytime anywhere

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1


Table of Contents

copy 2014 The Trust Advisor All Rights Reserved Any reproduction all or in part is strictly prohibited without consent

Americarsquos Most Advisor-Friendly Trust Companies is updated and published quarterly Trust companies interested in being included in future editions should email thetrustadvisorgmailcom

Disclaimer The Trust Advisor TheTrustAdvisorcom and The Trust Advisor e-newsletter (TTA) are not affiliated with any of the providers in this report TTA makes no representations or warranties of any kindregarding the content hereof or any products or services described herein including any warranties express or implied as to the accuracy timeliness completeness or suitability of such content or productsand will not be liable for any damages (including without limitation damages for lost profits) which may arise from the use of any participating providerrsquos services TTA was paid a promotional fee fromeach provider to be included in this report The content contained herein should not be construed as financial advice or a recommendation for the purchase retention or sale of any product or securities

Ronald D Aucutt JD 18

Highlights 22

Introduction2

Trust as Competitive Edge 3

What ldquoAdvisor-Friendlyrdquo Means 3

What does a Trust Company Do 4

Whatrsquos Important to You 5

Keep Your Clients for Yourself 6

The Directed Trust Advantage 7

Directed or Delegated 7

Location Is Everything 8

Shopping for a Partner 10

Add up the Costs 12

Technology Matters 13

Behind the Scenes14

Ranking the Advisor-Friendly Firms in 2014 15

Glossary of Terms 16

Elite Estate Planning Attorneys 18

Americarsquos Most Advisor-Friendly Trust Companies Comparison Chart 22

The Advisory Trust Company of Delaware 28

Alaska Trust Co 29Alliance Trust Company 30

Argonne Trust Company 31

Bankers Trust Company of South Dakota 32

BOK Financial Corporation 33

Comerica Bank amp Trust NA 34

Commonwealth Trust Company 35

Counsel Trust Group 36

Cumberland Trust 37

Dunham Trust Company 38

First National Bank and Trust Company 39

Heritage Trust Company of New Mexico 40

Independent Trust Company of America 41

Midland States Bank 42Millennium Trust Company 43

National Advisors Trust Company FSB 44

Nevada Trust Company 45

New York Private Trust Co 46

Premier Trust47

Principal Trust CompanySM 48

Provident Trust Group 49

Reliance Trust Company of Delaware 50

Sterling Trustees LLC 51

Summit Trust Company 52

TCA TrustCorp America 53

The Kingdom Trust Company 54

The Private Trust Company NA 55Wealth Advisors Trust Company 56

Zia Trust Inc 57



2


Introduction











































3









































4












































5












































their best clients





6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



2


Introduction











































3









































4












































5












































their best clients





6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



3









































4












































5












































their best clients





6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



4












































5












































their best clients





6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



5












































their best clients





6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



6


your platform





for themselves







































7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



7












































8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



8















sion in any event



business























and testimonials



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



9













































10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



10











reporting services


environment



n Staff continuity


























11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



11













financial advisor





























12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



12














their money goes























Add up the Costs



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



13


































Technology Matters



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



14































Behind the Scenes



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



15





Advisor

Relationships

1 Comerica 4000+










11 TCA Trust 140


13 Zia Trust 132


14 Summit Trust 125


17 Alaska Trust 100









26 Counsel Trust 15

27 Nevada Trust 10

Argonne Trust

Commonwealth Trust

First National

Average

Account Size


2 Alaska Trust $75M




6 Nevada Trust $23M




8 Dunham Trust $15M



8 Zia Trust $15M



16 Comerica $1M





20 TCA Trust $750K







Argonne Trust

Commonwealth Trust

First National

Trust Assets Under

Administration






6 Comerica $115B



9 Alaska Trust $4B












21 Zia Trust $770M


23 TCA Trust $425M







First National




16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



16










































17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



17
















persons or entities










18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



18













Tysons Corner VA



















lbrodybryancavecom






nchoatenuttercom





cfoxmcguirewoodscom




organizations







charringtonmwecom









19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



19
















professional groups


Tampa FL

edkorenhklawcom




Group


cmccaffreymwecom




matters







malcolmmooredwtcom





deosborneohkdlawcom



planning


roshinsoshinscom




businesses


soshinsoshinscom




reputation



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



20



dprattproskauercom






















cteitellcl-lawcom












21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



21















































Attracting and

Retaining Gen

X amp Y Clients

How to Attract

and Retain

High Net

Worth Clients

6 Steps to

Generating

Profitable

Referral

Relationships


ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



22



Trust Co

Alliance

Trust Co

Argonne

Trust Co

Bankers Trust

Company of SD









to innovate








continue to build





office

Highlights

New BusinessContact


Consultant

(602) 908-1497



Trust Officer


Connie WeberDir Bus

Development


companycom



(800) 521-0267

RoeyArgonneTrustcom


Officer

(605) 338-5033arokahr

bankerstrustcom



AverageAccount Size




Custodians

supported


Number of Relation-

ships with Advisors

800+ 100 50 NA 35+

In-House

Experts

30 3 6 13 4

Trust Accounting

System


AddVantage

Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes No


tance of New Trust

7 to 10 business

days






team






out the country






23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



23


BOK Financial

Corporation

Comerica Bank amp

Trust NA

Commonwealth

Trust Company

Counsel Trust

Group

Cumberland

Trust

Affiliated with a





Comerica is a lead-





Fiercely




advisorsrsquo way





Cumberland Trust is





Highlights

New BusinessContact


Trust Services



Manager

(855) 867-9961bdbabbitt

comericacom


(302) 658-7214business



(717) 718-1600






AverageAccount Size




Custodianssupported




60+ 4000+ NA 15 500+





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes Yes No Yes Yes


tance of New Trust


Marketing support

includes






webinars








24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



24


Dunham Trust

Company

First National Bank

amp Trust Company

Heritage Trust

Company

Independent Trust


Bank







nationwide













CTFA and CFPreg

Highlights

New BusinessContact


Planning Strategist

(888) 438-6426



VPTrust officer

(608) 363-8164aricburch


Fred E WinterCPAPFS

Daniel T Montoya JD


HTrustcom




Officer

(815) 316 - 0222pfong

midlandsbcom



AverageAccount Size




Custodians



States Bank


100+ NA 33 2000 50


Trust Accounting


Supports Directed


Supports Delegated

Trust

No No Yes Yes Yes



Marketing support

includesBrochures



and prospects





nationwide



nationwide






25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



25


Millenium Trust

Company

National Advisors

Trust Company

Nevada Trust

Company

New York Private

Trust Company

Premier Trust









Nevada Trust

Company is the only


dent trust company

in Nevada one of




dynasty trusts and

corporate entities

The scale prestige

and service

proposition of

a white-glove

powerhouse the

independence

accessibility

and pricing of a

boutique Experts at

delegated trust





Highlights

New BusinessContact


(630) 368-5674

rkarasmtrustcompany

com


VP

(913) 234-8200info



Treasurer

(702) 696-0000dthorson

nevadatrustcom


(212) 850-4055



(702) 577-1777info

premiertrustcom



AverageAccount Size




Custodianssupported



1000+ 135+ RIAs 10 50 2900





Supports Directed

Trust

Yes Yes Yes Yes Yes

Supports Delegated

Trust

No No Yes Yes Yes


tance of New Trust


Marketing support

includes




dedicated support



for RIAs



and activities







brochures



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



26


Principal Trust

CompanySM

Provident Trust

Group

Reliance Trust Co

of Delaware


Company

As a Delaware-





Nimble growing




makes it happen

Reliance Trust is





An extremely high-




important clients

Focused exclusively




very long haul

Highlights

New BusinessContact


Development


principalcom


(702) 479-3849



businessdevelopment

(888) 803-7466

rcrowleyrelicocom


(610) 234-0626



development officer

(800) 822-6711 gbrown

summittrustcom



South Dakota Nevada

AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

500+ 3000 600 75 125


Trust Accounting

System


AddVantagetrade

QED Financial

Salesforce

AccuTrust Gold


Yes Yes Yes Yes Yes

Supports Delegated

Trust

No Yes Yes Yes Yes



Marketing support

includes






nationwide




million



attendance


presentations



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT



27


TCA TrustCorp

America

The Kingdom

Trust Co

The Private Trust

Company NA

Wealth Advisors

Trust Company

Zia Trust Inc

TCA in business





The Kingdom Trust





The Private Trust





Created by advi-




they need

From self-directed




age them directly

Highlights

New BusinessContact


(202) 537 9600

brusselltcatrustcom


Development

(270) 226-1000sfoster

kingdomtrustcocom



(800) 877-7210 x7990

trustserviceslplcom


(605) 224-4100


com



(800) 996-9000

jattwoodziatrustcom



AverageAccount Size


Total Assets Under

Administration


Custodians

supported


Number of Relation-

ships with Advisors

140 125 600 75 132


Trust Accounting

System



Yes Yes Yes Yes Yes

Supports Delegated

Trust

Yes No Yes Yes Yes



The Trust




nationwide



link backs



Webinarsbrochures

whitepapers



nationwide




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




28



ADVISORY

TRUST

















A Advisory rus













30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT






30


Connie Weber


Phone (775) 297-4579









Fee scale


$3-5 million 040

$5-10 million 035




















31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




31















Phone (800) 521-0267









Fee scale










2 to 7 days





32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




32





























33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




33


Rosemary Hueser


Phone (888) 957-6678









Fee scale


Next $2 million 35


















34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




34





















coverage





35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




35



David R Riebe

James A Horty III

Kristen M Powers

Phone (302) 658-7214


























36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




36



Phone (717) 718-1600









Fee scale






















38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT






38

















Fee Scale


Next $3 million 040



Fee Scale


Next $3 million 090










39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




39

















Fees







3 to 7 days







41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT






41


Andrew Crane


Phone (855) 75TRUST

e-mail andyitcoacom





























42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




42


























Fee scale


In-house experts 10











44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT






44




































45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




45























$0 - $1 million 065

$1 - $2 million 055

$2 - $5 million 045











46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




46



Phone (212) 850-4055













Next $5 million 040























47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




47



Trust Ocers

Phone (702) 577-1777









Fee scale


next $3 million 035














wishes






48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




48










Jonathan Kelly


Phone (800) 332-4015




















A member of

FinancialGroup

Principalreg




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




49





























50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




50











Phone (888) 803-7466








Fee scale













51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




51



























52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




52


































53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




53



Phone (202) 537-9600





























54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




54



























55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




55



Phone (800) 877-7210 x7990










Fee scale

First $1M 65bps

Next $2M 55bps

Next $2M 45bps

Next $5M 35bps

Above $10M 25bps



















56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT




56




1) Cusodian neural











Phone (605) 224-4100 Cell (817) 715-1131









Fee scale








72 hours




FREEDOWNLOAD











ADVERTISEMENT

2014 Advisor Friendly Trust Companies

Documents

Transcript of 2014 Advisor Friendly Trust Companies