With decades of personal trust administration and management experience, we are uniquely prepared to assist bank trust departments, private trust companies and other financial institutions by performing complex services on an outsourced basis, saving the client institution the high compensation and benefits costs associated with full-time senior officers. Examples of what we offer include:

• Oversight of committee procedures and decision-making processes

• Review of, or establishment of, policies and procedures, including manuals

• Assistance with due diligence and review of the trust departments of acquisition targets

• Compliance, audit and regulatory issues (for example, we have experience taking a Texas trust company from a Department of Banking rating of “4” [danger of charter revocation] to a “2” [satisfactory])

• Choice of asset managers and custodians

• Selection or upgrading of operations systems

• Assistance with disaster recovery and temporary executive/officer services

• Education and training of administrative and sales/marketing personnel

• Establishment and monitoring of marketing and sales efforts

• Feasibility studies and needs assessments

• Interim management

• Dissolution of trust lines of business and sale/reassignment of accounts to successor institutions