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.

• Counsel Trust provides services, technology, and products for over $8 billion in institutional assets.
   
• The level of service can vary depending on the needs of the client.
   
• Counsel Trust’s flexibility empowers businesses and organizations to tailor and evolve a model that allows maximum time to build their own client relationships.
   
• Counsel Trust has the back office infrastructure necessary to support any size organization or business.
   
• Counsel Trust offers private labeling.
   
• Counsel Trust service team members have many years of experience in areas of administration, operations, technology, taxes, and investments.
   
• Counsel Trust can provide full regulatory compliance support.
   
• Other advantages available to institutional clients include:
  
  
  • Private investment pools.
     
  • Ability to pool alternative investments to avoid high minimums.
     
  • Suite of technology programs available with 24/7 access from any location.