ITC Blog


You created a trust- now what?

We know that establishing a trust is the best way to ensure your wealth is preserved for the generations to come but what happens after the trust is created and you’re still living? Do you appoint a corporate trustee right now? How do you stay in charge of your money while ...

Financial Advisors: Working Together

We aren’t shy about our belief that it is a conflict of interest to be both the trustee and the investment manager for a trust.  This is why we stick to administering personal trusts and deliver promptly on cash commitments, annual reviews, taxes, and statements. It's also why we work with ...

Do You Need A New Trustee?

They say, “if it ain’t broke, don’t fix it” but when it comes to 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. ...

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. This is a big part of our work with clients: getting clear ...

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? The company managing your trust can only have one ...

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