Introduction to Professional Trustee Services


Trust services is a complex area, requiring dedicated professionals with an expertise in trust laws and administration, and having the resources and operations in place to support the trust business overall. Our approach is to partner with established trust companies, tapping in to their expertise and resources. This allows us to deliver a full range of professional trustee services.

Our partners can administer all types of trusts, including revocable, irrevocable, and charitable among others. These trusts can hold all types of assets such as financial, real estate or personal property in multiple jurisdictions, including all 50 states in the U. S. and many international locations.

Our Trust Consultants are specialists who work with financial advisors and their clients to identify trust needs and match these unique needs with the most appropriate service provider. The Trust Consultants work regionally and are part of the financial advisor’s team.

 

The following is a very brief description of our professional trustee services providers:

RBC Trust Company (Delaware) Limited


  • Focus on high net worth clients
  • Target trusts of $500,000 +
  • Established in 1914
  • Specializing in Discretionary Trusts, Delaware Directed, Dynasty Trusts, and Delaware Asset Protection Trusts

TCA Trust Corp American


  • Focus on mass affluent and affluent
  • Accepts trusts of any size
  • Established in 1994
  • Offers comprehensive administrative services for a competitive fee

South Dakota Trust Company LLC


  • Focus on high net worth clients
  • Target trusts of $1 million +
  • Established in 2002
  • Specializes in directed trusts, administers all types of non-financial trust assets

The role of your financial advisor is to serve as your Relationship Manager and as your main point of contact. Your financial advisor is the investment advisor to the trust account owner (trustee/s), which means he/she manages the day-to-day investments under programs approved by independent trustees.

Talk to your financial advisor today about the benefits of professional trustee services.


 

RBC Correspondent Services and/or RBC Advisor Services, divisions of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC, may provide custody services for accounts managed by your financial advisor. The referenced product or service is available through that relationship. Professional Trustee services are offered to clients by RBC Trust Company (Delaware) Limited (RBC Trust), TCA TrustCorp America, and South Dakota Trust Company, LLC which may serve as trustee. RBC Capital Markets, LLC is a subsidiary of Royal Bank of Canada (RBC), and RBC Trust is a division of RBC. RBC Correspondent Services or RBC Advisor Services and/or your financial advisor may receive compensation in connection with offering or referring these services.RBC has an ownership interest in TCA TrustCorp America. RBC Correspondent Services or RBC Advisor Services are not able to serve as trustee. RBC Correspondent Services or RBC Advisor Services do not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
© 2015 RBC Capital Markets, LLC. All rights reserved.