If you decide that a private label trust company is the right solution for your firm, it is important to choose a company that provides the services and pricing that fits your needs. Here are some factors to consider:
Where is the Trust Company Located?
How Experienced is the Company at Managing Private Labels?
What Resources Does the Firm Provide?
Will You Have to Make Changes that Your Clients Will Notice?
How Does the Company Protect Your Client Relationships?
What is the Trust Company’s Due Diligence Process?