You don’t have to be.
Chris Lindsay Business Development Manager
While exempt market professionals are used to having the choice of their preferred trust company provider, some have recently
found their clients sold to the highest bidder without their knowledge or consent. We are proud to be the chosen service provider
for the vast majority of the industry’s best advisors and are happy to work with our valued customers, both new and old, to ensure
their clients ultimately land where they are best served and not simply a number in a large transaction. So if you’re unhappy of
where you or your clients have recently landed, give us a call to see how we can help bring them to where both they and you will
be happiest. Businesses can be bought. Reputations for unsurpassed customer service cannot.