Live Webinar on Trust Companies
The Trust Advisor — America’s Leading Wealth Management e-Newsletter is presenting, for the first time, a timely webinar for wealth advisors, banks, insurance companies, estate planning law firms, and registered investment advisors (RIA’s) on the essentials of how to launch a public or private trust company in one of America’s most favorable trust locales.
Chartering a trust company traditionally has been difficult. Federal laws typically discourage new entrants.
But three states: Delaware, South Dakota and Nevada offer a level playing field for firms who decide to launch their own trust company.
Join us for this roundtable webinar and learn how these savvy firms can take advantage of the unexpected boom.
In addition, you’ll learn what common and costly mistakes to avoid.
Agenda
• Current developments and new trust trends: why advisors and banks need to be more intuitive and creative
• Trust company business models that have worked
• Which technology platforms support trust firms for both modest assets and large assets?
• Understanding the impact on business earnings
• How to launch a trust company in Delaware, South Dakota or Nevada
• Which type of trust arrangements are the most profitable?
• What can you charge for trust services?
• How to develop your firms’ action plans