America's Most Advisor-Friendly Trust Companies 2024 - 2

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
TABLE OF CONTENTS
EXECUTIVE SUMMARY ...............................................3
THE ADVISOR-FRIENDLY LANDSCAPE
FOR 2024 AND BEYOND ...............................................3
ADVISOR-FRIENDLY TRUST
ADMINISTRATORS BY ASSETS (AUA) .......................4
ESTATE PLANNING 101 ................................................5
THE TIPPING POINT ................................... ..................6
THE RIGHT PARTNER IS CRUCIAL..............................7
TRUST BASICS ..............................................................7
GET THE EDGE ..............................................................8
THE TRUE MEANING OF " ADVISOR FRIENDLY " .......9
WHAT DO TRUST OFFICERS DO? .............................10
THE BEST PARTNERS IN THE BUSINESS.................11
DIRECTED AND DELEGATED TRUSTS .....................11
DIVIDING UP RESPONSIBILITY .................................11
WHY NOW IS THE TIME ..............................................12
A NEVER-ENDING PROCESS .....................................13
THE LARGEST WEALTH TRANSFER IN HISTORY ....14
FIND THE PERFECT MATCH ......................................14
WHAT OTHER ADVISORS ARE LOOKING FOR ........15
NOT ALL STATES ARE CREATED EQUAL .................15
INSIST ON ALTERNATIVES .........................................16
PICKING THE RIGHT PARTNER .................................17
HOW CAN THEY HELP? ..............................................17
WHAT WILL IT COST? .................................................18
TECHNOLOGY THAT SETS YOU APART ...................18
AFTC PROFILES
Alliance Trust Company of Nevada .............................. 19
BOK Financial Advisor Trust Services ........................... 20
Capital First Trust Company ......................................... 21
Counsel Trust Company .............................................. 22
Fiduciary Trust of New England .................................... 23
ITC (Independent Trust Company) ............................... 24
JTC Group .................................................................. 25
National Advisors Trust ................................................ 26
Peak Trust ................................................................... 27
Prairie Trust® ............................................................... 28
South Dakota Trust Company LLC .............................. 29
TCA TrustCorp America ............................................... 30
GLOSSARY OF TERMS ................................................ 31
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America's Most Advisor-Friendly Trust Companies 2024

Table of Contents for the Digital Edition of America's Most Advisor-Friendly Trust Companies 2024
