Empowering Financial Advisors

In today’s dynamic financial landscape, the role of Financial Advisors has transformed significantly. No longer confined to investment management, Advisors are now pivotal in guiding clients through a myriad of matters—including wealth transfer. However, when these conversations go beyond estate planning, and into intricate areas like trust administration, fiduciary selection, or the nuances of trust investing, it can reveal expertise or solution gaps.  Filling these gaps not only delivers on client expectations but also allows Advisors to be more proactive with Trusts to create new and expanded pathways for organic growth.

At Hamil Trust Consulting, LLC, our tailored consulting services offer Financial Advisors the necessary tools and insights to excel in trust planning, implementation and investing.  Our solutions foster enhanced client engagement and educational support, helping advisors deliver comprehensive expertise and realize benefits beyond retention including asset consolidation, net new money, new clients, increased client confidence (NPS) and more!