Corporate Trust Insights LLC
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Consulting

Consulting services are delivered on an individual need basis as agreed upon. Administering, managing, selling, and strategic planning may include:
  • Advisory services-providing assistance in day-to-day business issues, document review, procedures, risk management practices andsales process.  An ongoing consulting arrangement can be implemented to include scheduled meetings, annual update/specific topic training and on call availability.
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Example:  Monthly scheduled conference call; annual 1-3 day on-site visit and on-call access.
  • Strategic Planning: Consultation for creating strategies for the business or participate in strategic planning sessions.

​Expert Witness

Expert witness services provided are rooted in 40+ years of expertise on various aspects of corporate trust include thorough familiarity with aspects of: 
  • Administration      
  • Risk management/compliance
  • Operations           
  • Document review
  • Management        
  • Sales and marketing

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:
  • Corporate and TIA Qualified issues
  • Municipal issues
  • CP, MTNS, CDs
  • Escrows
  • Mortgage custodian
  • Structured finance products- ABS,MBS, CDOs
  • Equipment Trusts and Leverage Leases
  • Project finance
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  • Home
  • Training Services
  • Additional Services
  • Fees
  • About
  • Contact