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Selecting Independent Trust Companies

Factors to consider to meet your clients’ long-term needs.

Attorneys should conduct due diligence before recommending an independent trust company (ITC) to their clients. Choosing the right ITC has become increasingly complicated due to a variety of factors. These include: (1) financial technology, which is advancing the disruption of traditional banking and legacy financial institution business models; (2) bank company consolidation, caused by economies of scale and competition from Internet banks, which will generate another round of bank company

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