Private Label Trust Services

Registered investment advisors and small brokerage, law and accounting firms often need trust services for their clients. We’re here to help you. Let us oversee trust administration, overhead costs and fiduciary liability, so you can continue to focus on your business. We can provide a total turnkey trust administration solution to your needs – all rendered in the name of your business.

Building a trust company requires significant financial and human resources and can take many years to become profitable. Using our private label services, you’ll leverage our infrastructure with limited capital outlay to reduce fixed costs of a trust company. Turning this cost into a variable expense helps your firm grow its business in a prudent manner. And by converting family relationships into trust relationships, you’ll develop deeper connections to your clients.

With Sterling Connect^SM, our state-of-the-art web portal that aggregates data across multiple custodians, we provide your clients with a privately branded portal to monitor their trust portfolios daily – along with monthly statements branded with your logo. What makes Sterling Connect particularly valuable and convenient for your clients is that it captures and presents a picture of their entire holdings including business and personal real estate, aircraft, boats, art collection and non-cash assets.

Our comprehensive private-label trust services include:

• Administration of trusts, including distributions
• Preparation of all fiduciary and personal tax returns
• Online account access with monthly performance statements for all assets
• Monitoring of third-party money managers