Trusts
A significant step toward effective estate planning and wealth management for your family and for future generations is to establish a trust. With years of specialized experience in estate planning, estate settlements, and trust administration, Counsel Trust is uniquely suited to design and accomplish your trust goals... Read More
Investment Management
Every worthy goal is part of a greater plan. Your investment process will be one of the most important decisions you make, but with Counsel Trust as your partner, you’ll be setting reachable, measurable, performance-related goals... Read More
Estates
Counsel Trust provides independent, comprehensive, professional estate administration services to help make a client’s adjustment to personal loss smoother and more family-focused. We will continue to work with your current attorney with the estate administration... Read More
Retirement Planning
Recent regulations set forth by the Department of Labor under ERISA place substantial fiduciary responsibility upon the employer relating to investment due diligence and employee communication/education issues. A comprehensive retirement plan strategy (either for a defined benefits or defined contribution plan) helps the employer meet these fiduciary responsibilities. The Counsel Trust retirement plan consulting program was developed with these issues in mind... Read More
Institutional Services
Counsel Trust Company can serve as directed trustee or custodian for your business or organization. Advisory firms, banks, other trust companies, or broker-dealer firms retain all contact with their clients while Counsel Trust provides back office and regulatory support. Counsel Trust has honed its business model for efficiency, flexibility, and profitability, and can do the same for your institution... Read More