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.

Is the honeymoon over?

So you’ve got a bug in your craw: your current chartered trustee, say a bank or trust company, has taken your trust assets and put them in a bunch of captive investment vehicles that institution offers. The returns are OK, maybe trail the S&P by 2% or the market by 6% but the institution says they’re ‘safe’ and you trust the institution. So why aren’t you happy?

They’re committed as a fiduciary and as parties to a contract. Remember the trust agreement you provided them a copy of when
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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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