Our Trustee Services Symbolize the XCM Brand’s Primary Attraction to Corporate and Private Clients—Trust.
UNSURPASSED
CONFIDENTIALITY | SECURITY | VERSATILITY
Our Trust Services provide extraordinary investor protection when managing and protecting assets is a priority.
Clients enter our trust services confident that asset ownership is legally secure and that the trustor will execute your wishes (as the trustee) to the letter. What does this imply? Asset distribution, fund placement, real estate management, collectible safekeeping and every other aspect of value maintenance/enhancement is in professional hands underlined by the highest order of ethics. And that’s only half the benefits – consider the following.
Uncover the XCM Trustee Services Advantage that Sets Us Apart.
We leverage our trustee powers to reduce or erase legal roadblocks, taxes and reporting when asset distribution is in the cards.
We show you how to springboard off your trust structure to plan for the future needs of the family, which includes:
- Avoiding probate when the trust founder dies.
- Distributing assets faster than you can imagine.
- Versatility of investing in multiple jurisdictions.
- Estate planning.
We cover every asset type and help you decide the best options to match your needs and jurisdictions. These include trusts that cover:
- Asset protection.
- Credit shelter
- SD directed
- Irrevocable or Revocable
- Irrevocable life insurance
- Total return
- Special needs
- Private dealings