America's Most Advisor-Friendly Trust Companies 2024 - 30

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
TCA
TRUSTCORP
AMERICA
Brent E. Layton,
CTFA
Vice President and
Trust Officer
TCA TrustCorp America
5301 Wisconsin Ave, NW, Ste 450, Washington, DC 20015
www.yourtrustee.com
TrustCorp America does not manage money in-house and as such will
never provide a competitive threat to our advisors.
Instead, TCA's entire line of business depends on third-party investment
advisors.
TCA, in business since 1995, was a pioneer in providing unbundled trust
services.
Just as important as the fact we will never compete with you,
TCA understands personal trusts. Our team of attorneys and trust
professionals help make the investment advisors we work with " look
good. "
TCA TrustCorp America has
been serving clients for
nearly 30 years. The years
of experience has given TCA
an edge when working with
more than 200 advisors and
their clients to meet their
needs.
TCA has an incredible
wealth of experience, and
our trusts get a thorough
review by our full team.
This review often leads to
recommendations and ideas
that go beyond the trust we
are potentially acquiring.
Our advice and ideas are
usually presented by an
advisor to their clients, so we
try to make the advisor " look
good " to their clients.
Experience, reliability and
flexibility offered at TCA are
key attributes to help our
clients reach their goals.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
In addition to being knowledgeable, TCA is extremely flexible. TCA
can work with almost any custodian and can hold real estate and other
illiquid assets within the Trust structure.
As an added benefit to our advisors, TCA works hard to make the
transfer of existing trusts easy and transparent. The opportunity existing
for all of us has only expanded, thanks to bank mergers and acquisitions
which have helped create a large number of unhappy clients that are
eager to move their trusts to an experienced advisor and a competent,
reliable trustee.
New business contact:
Brent E. Layton, CTFA
Vice President and Trust
Officer
Phone: (301) 766-9100
Email: blayton@tcatrust.com
Website: yourtrustee.com
CONTACT
States chartered/licensed
in: District of Columbia
Average account size:
$850,000-$900,000
Total assets (AUA): $650
million
Custodians supported:
Works with almost all
Number of relationships
with advisors: 200+
Fees (for directed and
discretionary trust services)
Annual administrative fee:
0.50%
Fee scale: Fee breaks are
offered commensurate with
fee breaks offered by the
client-selected trust advisor
Number of in-house
experts: 9
Trust accounting system: FIS
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust: 2
days
Marketing support
includes: Brochures, phone
conferences with clients
and prospects nationwide.
Website with more useful
trust-related information.
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
CREATION OF ASSET
PROTECTION TRUSTS
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
47 ED I T A B L E L I N E I C O N S S E T
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
BUSINESS
STRATEGY
INVESTMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
ACHIEVEMENT
PROBLEM SOLVING
CAPITAL
ORGANISATION
STRATEGY
ADVERTISING
VISION
ESTATE PLANNING FOR
BLENDED FAMILIES
BUSINESS
STRATEGY
TAKE OVER
STRATEGY
BUSINESSMAN
IDEA
PROJECT
VISION
CONTRACT
BUSINESSMAN
IDEA
REPORT
FINANCIAL ADVISOR
WORKFLOW
MANAGING
FOUNDATIONAL ESTATE
PLANNING
REVENUE
TAX
DEFENSE STRATEGY
ACHIEVEMENT
INNOVATION
CAPITAL
BOARD MEETING
FINANCIAL ADVISOR
PRODUCTIVITY
MANAGING
GROWTH
QUALITY
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCE
FINANCIAL STRATEGY
DECREASE
DIRECTION
MONEY SEARCH
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
DECISION MAKING
INVESTMENT
PLANNING
BANKRUPT
ORGANISATION
ADVERTISING
TAX
ORGANISATION
INNOVATION
BOARD MEETING
PRODUCTIVITY
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
TIME IS MONEY
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PHILANTHROPIC ESTATE
PLANNING
GLOBAL BUSINESS
PROBLEM SOLVING
WALLET
REPORT
COLLABORATION
WORKFLOW
SUCCESS
REVENUE
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
TAKE OVER
INVESTMENT
ORGANISATION
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
PRESENTATION
DEFENSE STRATEGY
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
RETIREMENT ASSET
ESTATE PLANNING
47 ED I T A B L E L I N E I C O N S S E T
30
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America's Most Advisor-Friendly Trust Companies 2024

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