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  Private Wealth Services
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Estate Professionals such as estate planning attorneys, planners and others add value for their customers, create competitive advantage, participate on certain joint fee arrangements with (Newco) Trust Services as a referring party or wealth management / trust provider.

 

An approach as simple as mutual referrals or as integrated as trust services or preferred money management arrangements add value. Enterprise’s independence from other financial institutions delivers these services without  posing a competitive threat to continued professional relationships.

Learn More: Estate and Trust Services  ►

  Corporate Trust /  

(Newco) acts as an active asset manager for other Trust Companies and its principals are buyers of Trust Companies looking to exit the industry.

“We like the fact that (Newco) is an Independent

   provider of trust and investment management

   services without any mixed loyalties.”

 

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