Trust Services
We are the partner that promises and delivers solid financial solutions combined with superior performance. You will find these qualities in the array of corporate trust services we provide.

Escrow Services

As escrow agents we provide legal documents so that assets (such as cash, real property or other tangible asset(s)) are held or deposited for safekeeping (e.g. a bank account) under a legal trust pending satisfaction of a contractual contingency or condition.  Once the condition has been met, we deliver the asset the party prescribed by the contract. Contact us for further information.

  • Trustee
  • Document Custodian
  • Paying Agent
 
Corporate, Private or Structured Finance

When your structured financing requires a trustee with a time tested blend of knowledge, experience, and creativity.

  • Capital Trust ®
  • Merchandise Trust ®
  • Consignment Transactions
  • Note Issues
  • Secured Issues
 
The Capital Trust ®

“The Capital Trust ®” is one of our capital formation proprietary formulas specially designed for small businesses or start-ups with capital needs under $1 million.

When individual investors are interested in funding a newly formed business enterprise but, want the protection and secured creditor status of a traditional bank, the Capital Trust ® is the financial system to use.  Contact us for further information.

 
Merchandise Trust ®

Financing Undercapitalized Retailers With Inventory: Trade suppliers in niche industries regularly face an all too common problem, undercapitalization among its retail accounts. As a supplier your distribution channels are limited and you certainly can not afford to lose any of them. But can you ship product to a retailer who is already overextended in credit? There is a way you can maintain those valuable distribution channels without further exposing your company to a serious loss, even bankruptcy. It is called the “Merchandise Trust Program ®

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