Many advisors do not understand the complexities and the benefits associated with complex trusts. They may see them as not their expertise and perhaps as cumbersome to their clients in terms of accounting and day to day trust expense management. Encore Trust Management unique service changes all that. We provide wealth advisors and their clients a turn-key, third-party solution for setting up and managing complex trusts. We administer the day-to-day activities for over 300 complex trusts, of all sizes, nationwide.
Here’s how we assist the financial advisor:
We back you up every step with sophisticated, private expertise, and qualified attorneys so you can confidently engage clients and prospects on how to protect their assets and reduce their tax burden. Our experienced support staff are ready to answer your questions and to join you in client conversations, as appropriate.
We Support Your Client Relationships
You, as the wealth advisor, maintain the primary relationship with your clients. You manage the trust assets while Encore Trust provides all other services needed to operate your clients trust(s).
We Take Care of the Details
Your clients are in good hands. We take care of everything. We provide the attorney and facilitate the preparation of quality, time-tested trust documents. We provide the individuals to act as the Settlor, Initial Trustee, Compliance Overseer. Our staff helps transfer assets into the trust, close down existing accounts and business if required, drafts necessary minutes and prepares any and all required tax returns. With Encore Trust you know that your client’s trust-based financial plan will achieve what they set out to accomplish.
We Keep You in the Loop
We provide on-going status reports to you so that you always know what is occurring with your clients.
Fully Outsourced Services
We provide fully outsourced trust administration, compliance monitoring, and advisory services, supported by web-based tools that keep everyone on the same page.
Excellent Customer Service
We provide you as the financial advisor a dedicated support person to answer your questions. In addition, we provide each of your clients a dedicated support agent. Both you and your clients will receive excellent, responsive customer service.
Contact us for more information on how Encore Trusts Management Services can support, enhance and grow your practice.