FROM THE TOP

Why am I the owner of a trust company? What is it that inspires me to do this?

I have been around trusts my whole life. It never made any sense to me why an entity would act as both the Trustee and the Investment Manager — it seemed a conflict of interest. Because of this, personal trusts are all we do. No two are alike, just as no two families, and no two drafting attorneys are alike. At Independent Trust Company, our focus is on responding to each client’s special needs. Your individuality and uniqueness matter here. You are not customer 3842165. …MORE

TRUST LUCIDITY

The glass isn’t half full or half empty.
It contains 4.35 ounces of water.

Generational Wealth? Is that, like, genetic?

Suppose your grandfather/great aunt/someone you didn’t even know ended up making a bunch of money and by some surreal or planned circumstance you end up with a lot of it. That’s a windfall, right. Or is it a big, fat mess you have to work out with your hot and ready credit cards. No sense having money just sitting there, after all. Or is it the right to be superior to others not so lucky/blessed/worthy/ important? Or is it…something else.

Or let’s suppose you that grandfather/great
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WHAT WE DO

Trust administration is our business.

All we do is administer trusts.

What we do is simple: We follow your trust document. It’s a contract between us. It’s only our money until we give it back. That’s why you hire us in the first place.

We’ll work together to assure your trust is administered according to the intent of the trust document.

Each ITC account is assigned a responsive relationship team.

WHAT WE DON’T DO

Invest trust assets. We engage investment professionals to invest.

Put your trust assets in our products. We don’t offer any.

Write trust documents favoring us. Your attorney writes what you want your trust to do.

Compute taxes. Independent CPAs do them.

What We Do for Grantors, Beneficiaries, Co-Trustees and Others

What We Do for Financial Advisors

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