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THE FLORIDA TRUST COMPANY

The Florida Trust Company (FTC) serves Registered Investment Advisors (RIA) and financial advisors in need of trust services and trust powers in the State of Florida.

We provide sophisticated, flexible, customized trust services that exceed traditional trustee service parameters, broadening wealth management, custodial, and advisory services to support high-net-worth clients and their advisors.

Modern trust law incorporates the use of a trust director, revolutionizing traditional trust services by allowing a bifurcation of trustee duties – namely between an investment trustee and an administrative trustee.

Serving as the Administrative Trustee, FTC provides custodial and non-custodial directed trust services on open architecture custody platforms carrying out functions such as:

  • Trust Accounting
  • Record Keeping
  • Tax Reporting
  • Beneficiary Distribution Decisions
  • Legal Disclosures
  • Customized Investment Statements
  • Asset Reconciliation
  • Trust Inventories
  • Beneficiary Communication & Management
  • Document Interpretation & Implementation
  • Possible Asset Custodian
  • Execute Investment Directives, if custodian

Strengths

As Directed Trustee, FTC is not liable for investment management and has no duty to monitor the Trust Director.

  • Over 185 years combined experience in trust administration
  • Exceptional reputation in the trust industry
  • Dedicated to and known for our “Golden Rule” service

Find out how The Florida Trust Company can assist your company and clients with trust services.