Freedom to Preserve a Legacy


Freedom to Preserve a Legacy


Freedom to Preserve a Legacy


Putting the trust back in trusts

Shake

Security and real trust in the protection of your family’s future is something money can’t buy. Independent Trust Company was built on the foundation that it is our responsibility to lead by example and provide a place where families can be authentic, connected and cared for as you and your trust intended.

What We Do

People

Simply put, the company investing your legacy should not be the company that looks after your trust. At ITC, your best interest is our only interest. Founded by 5th generation beneficiaries, we have a keen understanding of what it means to be trust beneficiaries and the value of having someone focus exclusively on the effective and honest management of your trust. Our culture revolves around creating an excellent experience for our clients— you can rely on ITC to deliver promptly on cash commitments, annual reviews, taxes, transitions and statements.

Do You Need A Trustee?

A trustee is generally appointed for two reasons: to create an estate planning vehicle or to manage an already formed trust for its beneficiaries. You may want to explore working with ITC if:


Why ITC

Our definition of success is empowering families using the opportunities for growth and support a trust provides. Because trusts are our only business, our time is spent focused on our clients. You can know our priority is for you to be empowered by your trust...not restrained. When you call, we pick up the phone. And since we aren’t trying to sell you on stocks or other investment products, we are your best advocates in making your family’s trust work as it was intended.


The ITC Advantage

What We Do


  • Monitor highly qualified independent financial advisors for investment performance and asset quality

  • Assure trust goals are followed as it is written

  • Deliver on trust requests promptly

What We Don't Do


  • Invest trust assets

  • Put your trust assets into our investment products; we don’t have any

  • Act as a subsidiary of any bank or brokerage

  • Engage in conflicts of interest

Too Big To Fail? Prioritizing the Success of Your Trust

As fifth generation trustees, we have seen it all. From family conflicts to the mismanagement of funds and the promises of others to be our financial savior, having a trust can easily become complicated. The one thing we know to be true?

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Silence & Trusts: Talking about Money

When working with clients, we often hear that they are uncomfortable talking about their trusts because “it’s just not something we talked about in our family”. We believe that communication is imperative to the successful management of your trust and that’s a big part of our work with clients.

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Do You Need A New Trustee?

They say “if it ain’t broke, don’t fix it” but when it comes your trust, how do you gauge the success of its management?


Your trust was created to provide for you today and ensure its success for tomorrow. This means that having the right trustee in place is essential.

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