Whether you're a trust and estates professional (Attorney, CPA) seeking to monetize your practice, an RIA looking to protect your relationship with clients, or an individual trustee needing protection and support, find out how we can help...
Contact us at our local Denver office.
Family Advisors Consortium
The Family Advisors Consortium provides the structure needed to orchestrate the collaboration of a family’s trusted advisors in carrying out the family goals and legacy.
By appointing us to act as an agent for the individual appointed as trustee, that person retains fiduciary responsibility as trustee, while Family Advisors Consortium provides asset custody, trust-style statements, and trust officer support. More >>
Professional Trust Service
Combining face-to-face meetings with Family Advisors Consortium representatives and the scope of a federally-chartered trust company provides peace-of-mind to clients. More >>