When it comes to securing your financial legacy and ensuring your personal well-being, choosing the right trustee is a critical decision. At Assured Trust Company (ATC), we understand that relationships matter, and that includes the relationships you’ve already built with trusted financial professionals. That’s why we can proudly serve as a Directed Trustee, offering clients the best of both worlds: the expertise and stability of a corporate fiduciary plus the freedom to maintain existing relationships with your investment advisor.
What is a Directed Trust?
Directed Trusts allow for the separation of fiduciary duties. Under a directed trust model, ATC, as trustee, handles the administrative tasks of the trust, while other parties, like a trust protector or investment advisor, make decisions about asset management and distributions. This means you can continue to work with the advisor who knows your goals, investment preferences, and long-term strategy—while we handle the fiduciary responsibilities, trust administration, and coordination of care services.
Personalized Investment Management, Without Compromise
Your investment advisor has been by your side, guiding your portfolio with insight and expertise. With ATC as your trustee under a direct trust model, that relationship doesn’t have to change. You retain your advisor’s knowledge and personalized approach to managing your assets while gaining the benefits of an experienced corporate trustee overseeing your trust. We don’t take over; we collaborate. ATC works seamlessly with your advisor to ensure your trust is administered in line with your wishes, values, and financial plan.
Beyond Fiduciary: Integrated Care Management Services
What sets Assured Trust Company apart from other corporate trustees is our commitment to holistic service. In addition to the core fiduciary duties of trust administration, we offer Care Management services to support the overall well-being of our clients. Our Care Management team works with trust clients (and, often, with their families) to coordinate healthcare needs, advocate for appropriate support, and ensure that quality of life remains a central focus. Whether that means regular check-ins, care coordination, or helping navigate complex medical, disability-related, and aging-related decisions, ATC is there, not just as a fiduciary, but as a compassionate partner.
A Collaborative and Personalized Experience
Choosing Assured Trust Company means choosing a collaborative model that respects your existing financial relationships while enhancing them with professional trustee services and personal care coordination. We believe trust services should be flexible, responsive, and centered around the unique needs of each client. Whether you’re planning for the future or seeking a smoother administration for an existing trust, ATC serving as directed trustee will provide a personalized and collaborative approach that honors you, your relationships, and your legacy.
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