Consulting services are delivered on an individual need basis as agreed upon. Administering, managing, selling, and strategic planning may include:
Fees for Services
Fees for all services are quoted upon request. Training fees are quoted upon request on a per day basis. For expert witness services, an hourly rate will apply plus minimums for initial engagement, expert reports and in-person depositions.
When applicable, additional charges for travel, meals, lodging, and out of pocket expenses will be billed at cost.
Expert witness services provided are rooted in 40+ years of expertise on various aspects of corporate trust include thorough familiarity with aspects of:
Extensive knowledge of all the various roles performed in the corporate trust business include:
*Trustee *Master Trustee *Owner Trustee *Registrar
*Paying Agent *Tender Agent *Escrow Agent
*Transfer Agent *Director for SPVS *Custodian
*Back-up servicers and offshore trusts
Product familiarity includes: