No two trust services companies are alike. Nor are all trust companies appropriate for every client’s needs and preferences. Like any other successful business relationship, the trust services industry’s most enduring client-provider relationships are built on mutual interest, respect, and competency.
When seeking a new partner for your firm’s trust services needs, look for providers that exhibit these six key attributes.
1. On-Demand Access to Senior Staff
Seek out trust services firms that make senior staff available outside of regular business hours. While it is certainly important to respect the privacy and personal space of your trust services partners, sometimes there are matters that cannot wait.…Continue reading