Low Cost
Trust Solutions
If you’re paying more than 1% for trust services, it’s time to evaluate whether low cost trusts are right for your needs.
We are a cost-conscious investment manager and work with like-minded trustees that oversee “direction trusts.” These trusts allow fiduciary decisions to be unbundled from money management, which increases transparency and reduces conflicts of interest. Second Opinion is not a trust company. Nor are we professional trustees. But we know how to deliver better outcomes for families.
Low Cost
Trust Solutions
If you’re paying more than 1% for trust services, it’s time to evaluate whether low cost trusts are right for your needs.
We are a cost-conscious investment manager and work with like-minded trustees that oversee “direction trusts.” These trusts allow fiduciary decisions to be unbundled from money management, which increases transparency and reduces conflicts of interest. Second Opinion is not a trust company. Nor are we professional trustees. But we know how to deliver better outcomes for families.
For Families
We manage trust funds. Or, we can help you find a corporate trustee to fit your needs and keep costs reasonable. As an independent wealth adviser, we have no equity ties to trust companies that would otherwise create conflicts of interest.
For Individual Trustees
Would you like to implement a system of checks and balances for your family’s irrevocable trust? Our primer will help you understand your authority, identify the requirements to make changes, and ask targeted questions of your providers.
For Professional Trustees
Our investment strategies enable you to reduce costs and deliver tax efficiencies to the trusts where you serve as fiduciary. We report our investment performance after fees, tailor our reports to meet your needs, and help you make prudent decisions.
Interview Questions
To help you evaluate trustees
They apply either to trust companies that accept “direction trusts” or to those that require you to use their money management services.