Institutional Co-Trustee Services
Appoint Us as Your Co-Trustee
Experienced oversight. Greater continuity. Confidence for your Primary Trustee.
Our Institutional Co-Trustee serves alongside your existing Primary Trustee, bringing experience in equity-based Trust Systems, independent review of significant decisions, and continuity in trust administration.
Benefits
Why Appoint an Institutional Co-Trustee?
Experienced Guidance
Access Trustees experienced in equity-based Trust Systems and advanced private trust administration.
Support for Your Primary Trustee
Your Primary Trustee doesn't have to carry the full responsibility of the office alone.
Independent Oversight
Significant decisions benefit from an additional experienced perspective.
Long-Term Continuity
Institutional participation supports continuity when individual Trustees resign or pass away.
Consistent Administration
Encourage proper records, minutes, resolutions, and sound administrative practices.
Balance and Privacy
Combine the personal knowledge of a family Trustee with independent expertise from a private, unincorporated institutional trust.
How It Works
Three Roles. One Coordinated Trust Administration.
Role 1
Primary Trustee
- Conducts day-to-day administration.
- Remains the primary point of responsibility for routine trust operations.
Role 2
Trust Manager
- Supports the Trustees with administrative and operational tasks.
- Helps maintain records and coordinate routine activities.
Role 3
Institutional Co-Trustee
- Provides oversight and experienced guidance.
- Participates in Significant Decisions.
- Holds the powers and duties of a Trustee as defined in the Trust Indenture.
Significant Decisions may include major property transactions, distributions to Beneficiaries, amendments, appointments or removals of Trust Officers, and disputes.
Clients can select which trusts within their Trust System receive the Co-Trustee appointment.
Once accepted, the appointment continues until resignation or removal under the Trust Indenture; it does not require annual renewal.
The Institutional Co-Trustee serves alongside your Primary Trustee, not in their place. Its practical focus is oversight and guidance rather than routine day-to-day administration.
Eligibility
Who Can Appoint Our Co-Trustee?
The service is available, subject to review and acceptance, to:
Available To
- Current and previous Trust Establishment clients of The Freedom Studio.
- Clients whose Trust Systems were established by Standing on the Rock.
- Clients with Trust Systems established by other providers, subject to review.
Conditions of Acceptance
- A named successor Trustee, or a Trust Protector authorized to appoint one.
- A written allocation of duties between the Primary Trustee and Co-Trustee.
- Trustee compensation provisions within the Trust Indenture.
- A satisfactory review of the Trust System's structure.
Process
How to Appoint Us
- 01
Start the Conversation
Book a discovery call to discuss your Trust System and whether an Institutional Co-Trustee is appropriate. Existing clients may also contact their assigned Trust Advisor.
- 02
Trust System Review
We review your Trust System, confirm the conditions of acceptance, and identify which trusts will receive the appointment.
- 03
Setup Agreement
Enter a separate coordination agreement with Confidere Advisory LLC for the appointment process.
- 04
Appointment and Acceptance
Your Trust appoints the Institutional Co-Trustee, and the Co-Trustee accepts, according to the procedures in your Trust Indenture.
- 05
Ongoing Appointment
Establish the compensation anniversary date and the applicable compensation schedule.
Compensation Structure
A Clear Structure, Discussed Privately
One-Time Setup Fee
A coordination fee paid under a separate agreement with Confidere Advisory LLC to facilitate the appointment process. This fee is not payment for trustee or trust management services.
Annual Trustee Compensation
Ongoing compensation for holding the Co-Trustee office, including the responsibilities and liabilities associated with that office. An agreed quarterly distribution schedule may be available.
Ordinary Trustee Duties
Hourly compensation for routine work such as reviewing records, attending trustee meetings, routine resolutions, correspondence, and administrative guidance.
Extraordinary Trustee Duties
Hourly compensation for more complex matters, such as disputes, major asset transfers, restructurings, amendments, and other exceptional responsibilities.
Disclosure
All trustee compensation is subject to the terms of the client's Trust Indenture. The Co-Trustee's powers, duties, and compensation are governed by the Trust Indenture and the principles of equity. The setup fee is charged by Confidere Advisory LLC solely for coordination and facilitation of the appointment process, not for trustee or trust management services.
Compensation details are discussed privately during the consultation and appointment process.
The Freedom Studio is a private education organization. Information presented here is educational and informational in nature and is not legal, tax, or financial advice. Outcomes depend on individual circumstances, the structures established, and how they are administered over time.