Referrals & Joint Ventures

Refer Deals. Earn A Commission. Get Tax Deductions.

Earn a commission and possible tax deductions by helping others protect their wealth during their life and beyond.

Hello and welcome to our Referral And Joint Venture Program.

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TRUSTEE

Our trustees offer independent, unbiased, and professional trust administration.

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TRAINING

We provide education and training to all the parties involved, including beneficiaries.

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MENTORSHIP

We educate and empower your family members so everyone is on the same page.

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TRUSTEE

Our trustees offer independent, unbiased, and professional trust administration.

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TRAINING

We provide education and training to all the parties involved, including beneficiaries.

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MENTORSHIP

We educate and empower your family members so everyone is on the same page.

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BANKING

We can assist with finding the right banking systems to support your trust structures.

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DOCUMENTS

We can help you develop and install a sound record-keeping system for trust documentation.

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STRATEGY

We can help you with business, real estate, or other strategies that might be relevant.

Fraction Trustee Engagement Process

We tailor our services to accomplish your unique goals and wishes

Step 1: Trust assessment

The first step is to examine your existing trust structure and understand where we can add value. We will be happy to work alongside any professionals and fiduciaries already involved.

Step 2: Client interview process

If you have a trust structure that we can serve, we'll invite you to have a deeper dive with our trustees to see if we are a good, mutual fit for each other.

Step 3: Discuss engagement terms

Assuming there is a mutual fit on both sides, we'll focus on the administrative role that can provide, which include legal, tax, accounting, and compliance matters

Step 4: Integration process

After signing the engagement terms, we'll schedule a series of meeting to dive into all the different components of your trust and identify areas that need our expertise to administer.

Learn About Our Services

We invite you to read through our Trustee Services section to understand how we get involved as Administrative Trustees and help all the parties operate in alignment

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