TCA was founded to serve our clients through their current financial advisors and legal counsel. One of the greatest benefits to financial advisors when using TCA is our flexibility. Flexibility in the fact that advisors use their current service provider, whether that’s Schwab, TDAmeritrade, RBC, Fidelity or LPL to name a few. This allows our clients to add the benefits of a corporate trustee, while maintaining the relationship with their existing financial and legal advisors.
Flexibility in the fact that TCA will hold illiquid or non-standard assets that many corporate trustees will not hold. Illiquid assets include commercial and residential real estate, private notes, loans and mortgages, pre-IPO stock, private equity and partnerships.
Client service also sets TCA apart from other corporate trustees. We take pride in the fact that client questions and requests are answered quickly without the requirement of presenting the request at a monthly “committee” meeting.
TCA administers revocable or living trusts, irrevocable trusts, charitable remainder unit trusts and charitable remainder annuity trusts, charitable lead trusts, special needs trusts, irrevocable life insurance trusts, self-directed IRA’s, intentionally defective grantor trusts, foundations, estate settlement and agency accounts.