America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 38
2026 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
yourtrustee.com
TCA TrustCorp America’s business model is to provide unbundled trust
services to clients who have a third-party investment advisor. When it was
founded in 1995 as the trust affiliate of regional NYSE member firm Ferris,
Baker Watts, TCA was a pioneer in providing such services. In the late
1990s TCA began developing strategic partnerships with investment advisors throughout the nation and was an active exhibitor at Schwab IMPACT
as well as many other RIA centric events.
What sets TCA apart from many of its competitors is that TCA will never,
even inadvertently, compete with or provide an in-house alternative to the
investment advisors we work with.
TCA TrustCorp America has
been serving clients for over
30 years. These years of
experience have 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. In this
way we serve as a resource
to the advisor that potentially
enhances the advisor’s value
to their clients.
Experience, reliability and
flexibility offered at TCA are
key attributes to help our
clients reach their goals.
TCA understands personal trusts. Our team of attorneys and trust professionals help expand the knowledge base of the investment advisors
we work with. In turn, this can enhance the investment advisor’s own
offerings.
In addition to TCA’s breadth of knowledge, TCA is extremely flexible. TCA
can work with almost any custodian and in most cases can hold real estate
and other illiquid assets within the Trust structure. TCA will also work hard
to make the transfer of existing trusts easy, expeditious and transparent.
The opportunities for all of us keep expanding, thanks to bank mergers
and acquisitions which have left many trust clients without a comfortable
home. In addition, the Uniform Trust Code has made transitioning trusts
easier and more cost-effective.
TCA recommends advisors look to their current book of business to see
who is named successor trustee for their clients’ trusts as a defensive
strategy. Advisors can look at their book of business for clients who have
trust income (usually a K-1) from trusts held elsewhere, so TCA can help
transfer that account to the Advisor we serve as an offensive move.
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
38
CONTACT
States chartered/licensed
in: District of Columbia
Average account size:
$850,000–$900,000
Total assets (AUA):
$775 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
often 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.
