When protecting your estate, find confidence in trust
Inter Consultant Trust offers comprehensive capabilities and corporate strength to help preserve your wealth and carry out your legacy.
You’ve worked hard to build your estate. Now it’s time to preserve it.
The services of Inter Consultant Trust, N.A. can help you accomplish specific goals in exactly the way you intend, whether it’s passing on assets to heirs, ensuring a lasting philanthropic legacy, establishing a fund for your or a loved one’s support, or protecting your estate from tax liability. Our team can help you preserve, protect and transfer your wealth, all while maintaining your current lifestyle.
Since 1992, Inter Consultant Trust has provided comprehensive trust services, and our experienced specialists are prepared to help you take the necessary steps and make the right decisions while creating a plan that works best for you. Your Inter Consultant financial advisor will remain your point of contact throughout the process, working with your trust officer to manage your assets with a professional’s in-depth insight into your full financial picture.
About Inter Consultant Trust
- National Trust Charter and subsidiary of Inter Consultant Financial
- Established in 1992 with seven offices in the United States
- Serves as trustee, co-trustee, custodian, personal representative or agent to trustee
- Over $10 billion in assets under administration
- Diverse product offering
Our difference
What makes Inter Consultant Trust exceptional is our strength and stability as we are backed by the resources and expertise of Inter Consultant Financial. We provide local market contacts through your financial advisor, who will work with our more than 100+ seasoned trust professionals to offer quality administration. Additionally, our nonproprietary open investment platform is matched by competitive pricing, and we offer extensive philanthropic resources such as donor advised funds through Inter Consultant Charitable.
Our Team
The team at Inter Consultant Trust offers the breadth of services, education and support you need to address each of your estate planning needs and move toward your future with confidence. With specialized expertise in a wide array of trust and legacy planning matters, we do whatever is needed to ensure your vision is carried out for the wealth you’ve worked hard to preserve.
Solutions & Services
To meet the unique needs of our clients, Inter Consultant Trust can serve in a number of roles, including trustee, co-trustee, custodian, personal representative, or agent to a trustee on several types of personal trusts. Trust and estate settlement services are also available.
Questions About Trusts
Few people understand the terminology and technicalities of trusts until they discover they need one – and by then it may be too late. Use this list of frequently asked questions (and their answers) to better understand the reasons for trusts and the process involved in establishing them.
Working With Attorneys & COIs
From the beginning stages of financial planning to the final steps of estate execution, Inter Consultant takes pride in ensuring that our clients’ wishes are carried out exactly as they intend. Inter Consultant Trust, N.A., is committed to working with attorneys to facilitate a seamless process on behalf of grantors.
Inter Consultant Charitable
Including charitable giving in your tax strategy and financial plan can increase the efficiency and impact of your generosity. Inter Consultant Charitable is here to help make it easier for you to give wisely. (We do not provide tax or legal services; please consult the appropriate professional.)
Trust Transfers
Watch the video below to learn about the advantages of transferring your trust to Inter Consultant.
▶ Insert video link hereInter Consultant Trust makes it easy to transfer your trusts from your current provider, simplifying the process of keeping your wealth management and trust services under one umbrella.
Contact your Inter Consultant financial advisor or reach out to Inter Consultant Trust at 000000000 for more information.
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