Filbrandt Private Trust: What it Means to You

Filbrandt & Company Reports
Volume 17, Issue 9

Report Summary

This report summarizes the expanded comprehensive trust service we now offer:

  • Seamless integration with comprehensive planning provided by Filbrandt & Company
  • A more personalized service than from a more institutional provider like a bank
  • Trusts are able to hold “alternative” investments
  • Chartered in all 50 states, so there is nothing to worry about if you move
  • We offer corporate  trustee as well as custodial services
  • Experienced and unbiased trust administration
  • We have partnered with the nation’s largest federally chartered trust company created by registered investment advisors
  • A client doesn’t need to change investment philosophy, asset management style, or portfolio holdings. Clients are able to maintain current professional relationships with attorneys and accountants.

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Volume 17, Issue 9

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