Unlock Your Trust’s Potential
We Maximize Your Trust with Expert Management
Managing a trust effectively requires a unique combination of professional administration and strategic investment management. We specialize in providing expert investment advisory services that work in seamless partnership with corporate trust firms. This model ensures the legal and administrative aspects of your trust are handled with precision, while your assets are actively managed to pursue your financial goals.
Corporate Trust Services
Why We Align with Leading Corporate Trust Companies
Our partnership model gives you the best of both worlds: the administrative expertise of a corporate trustee and the dedicated investment management of an independent advisor. We partner with a variety of firms to find the best fit for your specific needs, including Charles Schwab Trust Company of Delaware and Wealth Advisors Trust Group.
- The Independent Advantage: Unlike traditional bank-managed trusts, our approach separates investment management from trust administration. This allows us to focus on a flexible investment strategy with the potential for higher income yield, while the corporate trustee handles all the legal and administrative complexities.
- A Tailored Approach: We are not limited to one firm. By working with both Charles Schwab Trust Company of Delaware (based in Delaware) and the Wealth Advisors Trust Group (based in South Dakota), we can leverage the unique, advantageous trust laws of different states to best suit your situation.
What we use as custodian for client’s assets
Charles Schwab Trust Company of Delaware
Understanding the Roles in the Management of a Client’s Trust
1. 9M Investments
Manages the trust assets, trading primarily through Schwab Advisor Services.
2. Trustee/Beneficiary
Names Charles Schwab Trust Company of Delaware (CSTCD) to serve as administrative trustee, and appoints 9M Investments to manage trust assets.
3. Corporate Trustee
Performs all administrative duties of the trustee.
4. Schwab Advisor Services
Provides a robust trading platform.
The Advantages of Delaware Trusts
Delaware is one of the most trusted states for establishing or moving a trust. With its business-friendly laws and strong track record, it offers benefits you won’t find in many other states.
Why Delaware?
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Flexible management – Investment management can be separated from trust administration. Advisors keep control of investments, while the trustee handles administration.
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Tax savings – No state fiduciary income tax on trusts for non-resident beneficiaries, which can mean significant savings on capital gains.
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Unlimited duration – Delaware allows “dynasty trusts” that can last for generations, unlike many states with strict time limits.
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Fair distribution options – Total Return Unitrusts (TRUs) help balance current beneficiaries’ needs with future growth.
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Asset protection – Strong safeguards against creditors, even for self-settled trusts.
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Confidentiality – No public filings or disclosures, helping keep family and financial matters private.
Working with Charles Schwab Trust Company of Delaware (CSTCD):
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CSTCD provides Administrative Trustee Services, handling all fiduciary tasks so advisors can focus on investment management.
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Benefits include consolidated reporting, professional administration, and access to a wide range of investment choices.
Why Trust Us?
Transferring existing Irrevocable Trusts
Clients seeking to Replace their Current Corporate Trustee
- Beneficiaries of existing trusts unhappy
with service, performance and fees - Clients who wish to consolidate assets with
their RIA of choice - Existing trusts can be moved, and
irrevocable trusts can be modified
Review of Trust and Analysis of the Steps to Transfer
- Review Request Form, Trust Document,Asset Statement
- Roadblocks to moving trust
- Available methods of changing the
corporate trustee - Available methods of modifying the trust
document
Modifying an Existing Irrevocable Trust
- Any trust can be modified with consenting
interested parties - Non-Judicial Modification Agreement –
Local or Delaware - Alternatives: Decanting, Merger, or court
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