Transform Your Practice with Our Tailored Consulting Services
No matter the level of wealth, trusts are becoming an increasingly larger part of a clients overall financial and estate plan. They want their trusted Advisors to deliver strategies, but also help them better understand how trusts work, assist with fiduciary selection, provide solutions for incapacity, and guide them to the best professionals and service providers. Our services help you deliver on that need proactively and with confidence. Below is a sampling of what we offer.
Advisor Training
If you don’t currently deal with many trust issues or opportunities, the subject matter can seem complex or confusing. We help you build or expand your knowledge and expertise with training geared specifically to the role of the financial advisor. Our trainings can be offered individually or as a series, and cover trust basics, client engagement, investment best practices, the UPIA and more. Trainings can be built specifically for your needs, and can be delivered in person or, in some cases, virtually.
Client Engagement
While planning is important, many clients, especially those with challenging family dynamics, have complex concerns regarding the transition of their wealth. Accordingly, clients need guidance and education on how best to structure their trust from an administrative and distribution scheme perspective to adequately address those concerns. We work along with you to assist your clients with understanding how to align their trust’s structure with their legacy goals and help them decide on the appropriate fiduciaries to ensure their plan is successful. In addition, our conversations help your clients narrow and simplify issues and questions in preparation for their meeting with an attorney.
Referral Network
At Hamil Trust Consulting, we understand that engagement is the foundation of success. However, turning that engagement into measurable client satisfaction requires solutions that are both effective and advisor-friendly. We specialize in helping you cultivate a strong, personalized referral network encompassing trustees, attorneys, accountants, aging specialists, bill pay providers and more, all tailored to your specific needs and client base.
Trustee Guidance
Serving as a trustee can be intimidating for clients, who often need help understanding their role, and resources to assist them in carrying out their duties. We assist your clients serving as a trustee through education, tools, and guidance. We also identify the need for third-party resources, including successor trustees, if needed.
Additionally, for individual clients contemplating serving as a trustee, we can assist with their review of the circumstances of the trust and provide guidance on considerations for taking the role including ability, complexity, and opportunity to mitigate risks.
Client Seminars
Our seminars are designed not only to educate clients, but also effectively and consistently draw broader family members, including an unengaged spouse and children. We will work with you to find the appropriate topic related to trust administration and estate planning, as well as define the targeted client demographics, desired outcomes, and measurement for success. Seminars can be coupled with related client meetings to make for an immersive day.
Trust Solution Package
Want to be more proactive with your approach to trusts, drive organic growth, and deliver on client need? Our engagement can incorporate all of the above plus review client demographics, marketing collateral, client forms, and compliance practices to create a unique comprehensive solution enabling you to engage with confidence. If you are looking to incorporate trusts into your practice, let’s talk and see how we can help.
Get Started
It starts with a conversation. Feel free to contact us for more information on how we can help you utilize trusts to build, grow and retain your valued relationships.