America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 2
2026 ADVISOR-FRIENDLY TRUST COMPANIES
TABLE OF CONTENTS
EXECUTIVE SUMMARY ....................................................3
THE NEXT-GENERATION CONVERSATION....................19
TRUSTS AND THE ADVISOR .............................................5
THE MARKETING DIMENSION........................................19
THE CLIENT PERSPECTIVE ..............................................5
WHEN THINGS GO WRONG ............................................20
STRUCTURING TRUSTS FOR MAXIMUM BENEFIT ........8
THE DIGITAL ASSET QUESTION .....................................20
THE ROLE OF WEALTH MANAGERS IN
TRUST PLANNING ..............................................................9
WE’RE ALL IN THIS TOGETHER .....................................20
WHERE WE GO FROM HERE ..........................................21
RETAIN AUM AND CAPTURE NEW ACCOUNTS .............9
ONE BIG BEAUTIFUL BILL ..............................................21
RACING THE CLOCK .........................................................9
WHAT HAPPENED? ..........................................................22
DEATH AND TAXES ARE ETERNAL ................................10
RISKS REMAIN .................................................................22
THE LARGEST WEALTH TRANSFER IN HISTORY .........10
THE ADVISORY OPPORTUNITY ......................................22
PICKING A PARTNER .......................................................11
WHERE THINGS ARE HEADING......................................23
WHAT “FRIENDLY” MEANS .............................................12
LAST THOUGHTS .............................................................23
FIND THE PERFECT MATCH ...........................................12
WHAT OTHER ADVISORS ARE LOOKING FOR .............13
AMERICA’S MOST ADVISOR-FRIENDLY TRUST
COMPANIES PROFILES
INSIDE THE TRUST COMPANY .......................................13
Alliance Trust Company of Nevada ...............................24
WHERE DO THEY OPERATE? .........................................14
BOK Financial Advisor Trust Services ...........................25
THE COMPETITION AMONG STATES
IS REAL AND ONGOING ..................................................14
Counsel Trust Company ................................................26
Fiduciary Trust of New England ....................................27
SOUTH DAKOTA: THE CONSISTENT LEADER ..............14
ITC (Independent Trust Company) ................................28
DELAWARE: DEPTH OF LAW
AND INSTITUTIONAL INFRASTRUCTURE .....................15
JTC Group .....................................................................29
Magnolia Trust Company ..............................................30
NEVADA: THE ASSET PROTECTION STANDARD .........15
Members Trust Company ..............................................31
NEW HAMPSHIRE AND ALASKA: STRONG
ALTERNATIVES WITH DISTINCT PROFILES ..................16
Midwest Trust Company ...............................................32
National Advisors Trust .................................................33
THE HIGH-TAX STATE PROBLEM ...................................16
Peak Trust Company .....................................................34
A STRONG PLATFORM ....................................................17
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Prairie Trust ..................................................................35
A STRONG PARTNER .......................................................17
Provident Trust Group ...................................................36
THE DECANTING OPTION: FIXING TRUSTS
THAT NEED UPDATING ....................................................18
Sterling Trustees ............................................................37
TCA TrustCorp America ................................................38
INCORPORATING TRUST SERVICES
INTO YOUR PRACTICE ....................................................18
GLOSSARY OF TERMS ....................................................39
CONTRIBUTORS ..............................................................40
BUILDING YOUR TRUST COMPANY BENCH ................18
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