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.

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.  ​

Travel

When applicable, additional charges for travel, meals, lodging, and out of pocket expenses will be billed at cost.  ​

​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