America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 36
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
TCA
TRUSTCORP
AMERICA
New business contact:
Brent E. Layton, CTFA
Vice President and Trust
Officer
Phone: (301) 766-9100
Email: blayton@tcatrust.com
Website: yourtrustee.com
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.
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.
STR AT E G I C F E AT U R E S
CREATION OF ASSET
PROTECTION TRUSTS
RETIREMENT ASSET
ESTATE PLANNING
ESTATE PLANNING FOR
BLENDED FAMILIES
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
FOUNDATIONAL ESTATE
PLANNING
SUSTAINABLE ESTATE
PLANNING
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
PHILANTHROPIC ESTATE
PLANNING
36
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 clientselected 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.
