America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 2
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
TABLE OF CONTENTS
AMERICA’S MOST ADVISOR-FRIENDLY TRUST
COMPANIES PROFILES
EXECUTIVE SUMMARY ....................................................3
BEST PRACTICES ..............................................................5
BOK Financial Advisor Trust Services ...........................24
TRUSTS AND THE ADVISOR .............................................9
Counsel Trust Company ................................................25
THE CLIENT PERSPECTIVE ..............................................9
Fiduciary Trust of New England ....................................26
STRUCTURING TRUSTS FOR MAXIMUM BENEFIT ......10
ITC (Independent Trust Company) ................................27
THE ROLE OF WEALTH MANAGERS IN
TRUST PLANNING ............................................................11
JTC Group .....................................................................28
RETAIN AUM AND CAPTURE NEW ACCOUNTS ...........12
National Advisors Trust .................................................30
RACING THE CLOCK .......................................................13
DEATH AND TAXES ARE ETERNAL ................................14
Peak Trust Company .....................................................31
Prairie Trust® ................................................................32
THE LARGEST WEALTH TRANSFER IN HISTORY .........15
Provident Trust Group ...................................................33
PICKING A PARTNER .......................................................15
South Dakota Trust Company LLC ...............................34
WHAT “FRIENDLY” MEANS .............................................16
Sterling Trustees............................................................35
Members Trust Company ..............................................29
TCA TrustCorp America ................................................36
FIND THE PERFECT MATCH ...........................................17
GLOSSARY OF TERMS ....................................................37
CONTRIBUTORS ..............................................................38
WHAT OTHER ADVISORS ARE LOOKING FOR .............17
STRUCTURE YOUR TALKING POINTS ...........................18
INSIDE THE TRUST COMPANY .......................................18
WHAT DO TRUST OFFICERS DO? ..................................18
DEDICATED AND DELEGATED TRUSTS ........................19
DIVIDING UP RESPONSIBILITY ......................................20
NOT ALL STATES ARE CREATED EQUAL ......................20
INSIST ON ALTERNATIVES ..............................................21
HOW CAN THEY HELP? ...................................................21
WHAT DO THEY CHARGE?..............................................22
TECHNOLOGY THAT SETS YOU APART ........................22
WORKING TOGETHER FOR THE WIN ............................23
FINAL WORD.....................................................................23
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