In continuous business since 1986, the principals of Counsel Trust Company have trust and investment banking backgrounds and experience. Our trust structure enables us to offer clients access to both passive and active investment opportunities not otherwise available to many investors. This is accomplished in part by the trust structure and fiduciary platform enabling Counsel Trust Company to create and offer private equity funds to clients.
Also, our relationships with other significant consulting firms and hard-to-reach institutional mutual funds enhance this capability. These funds have delivered strong performance, lower volatility and broad, global diversification to client asset-allocated portfolios.
Also, our relationships with other significant consulting firms and hard-to-reach institutional mutual funds enhance this capability. These funds have delivered strong performance, lower volatility and broad, global diversification to client asset-allocated portfolios.
Services
In 2013, Tennessee (TN) made significant 'trust friendly' liberalizations to its trust laws - essentially adopting (and improving) the best legal provisions of other trust friendly states such as South Dakota, Nevada and Delaware. Zero state income tax on trusts - There is no state tax on accumulated income and capital gains for TN trusts with nonresident beneficiaries.
We believe client relationships should be personal, not just transactional, which is why we tailor investment management services specifically to each client's needs. Counsel Trust, founded in 2002, administering about $1.5 billion in client assets, provides investment advisory and fiduciary services to individuals, organizations, retirement plans, IRA's, endowment funds, foundations and institutions.
Portfolios are customized to fit each client's particular needs for growth and income with a goal of minimizing downside risk - very important in compounding wealth over time. We are first and foremost a fiduciary - fully committed to the highest standard of care in the management and oversight of client assets.
Estate planning for the protection and ultimate distribution of your assets can be a complicated process fraught with sensitive subjects. Solid estate plans often include living or testamentary trusts that include comprehensive guidance for people / beneficiary planning in addition to the various tax, legal and technical aspects.
Counsel Trust Company offers a variety of defined contribution plans. Profit sharing plans and 401(k) plans are the most common. Our team has the expertise and experience to help you determine what type of employee retirement plan is the best fit for your company or organization. 401 (k) plans are a type of profit sharing plan that can accept both employer and employee contributions.
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