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Trust Service

There are a number of professional CPAs, attorneys, bankers and financial experts that work for trust services and companies. This can be a very lucrative line of work, and can also be quite exciting for the right man or woman. Professional individuals in this field often help people manage estates, estimate property values, build a stock portfolio, write living wills and increase wealth over time. If you are a certified public accountant, attorney or financial investment expert in this line of work, it will be your job to help a variety of companies, individuals and wealthy families.

Working for an institutional organization, bank, investment firm or trust service requires the right kind of training and education. The amount of education and training you need, will depend on your specific job title. Keep in mind that you may have to deal with financial assets, bank dividends, personal estate planning, property valuation and management and offshore accounts. Many people strive to keep the legacy of their family wealth and estate alive, and it is often your job to assist them. This means understanding institutional tax treaties, legal hedging agreements, corporate investing, off shore bank dividends and the powers of diversification of wealth. In order to successfully assist your clients, you will need a strategy.

You will work with a variety of professionals, corporate offices, wealthy families and single individuals in this business. Attorneys, CPAs, bankers, and other employees of trust services deal with a variety of different kinds of people, businesses and companies.

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STANDARD LISTINGS:   TRUST-SERVICE IN/NEAR BOSTON
107 Chestnut St Trust Write review for this local business
107 Chestnut St, Boston, MA 02108
(617) 227-4781  
Hunnewell Ests Trustees Write review for this local business
10 Tremont St, Boston, MA 02108
(617) 227-8553  
Welch & Forbes Write review for this local business
45 School St Fl 5, Boston, MA 02108
(617) 523-1635  
Anatolia College Write review for this local business
130 Bowdoin St, Boston, MA 02108
(617) 742-7992  
United States Pension Trust Co Write review for this local business
11 Beacon St, Boston, MA 02108
(617) 367-6737  
125 Broad St Realty Trust Write review for this local business
125 Broad St, Boston, MA 02110
(617) 428-0079  
151-153 Beacon St Condo Trust Write review for this local business
151 Beacon St, Boston, MA 02116
(617) 236-4732  
259 Beacon St Condo Trust Write review for this local business
259 Beacon St, Boston, MA 02116
(617) 424-1083  
133 Marlborough Condo Trust Write review for this local business
133 Marlborough St, Boston, MA 02116
(617) 425-4998  
U.S. Bank Write review for this local business
1 Federal St Fl 2, Boston, MA 02110
(617) 603-6578  
Brandegee Office Write review for this local business
50 Congress St Ste 540, Boston, MA 02109
(617) 523-3326  
Family Capital Trust Co Write review for this local business
33 Broad St Ste 403, Boston, MA 02109
(617) 227-4888  
107 Salem St Condo Trust Write review for this local business
107 Salem St, Boston, MA 02113
(617) 227-6236  
Rice Heard & Bigelow Write review for this local business
50 Congress St Ste 900, Boston, MA 02109
(617) 557-7402  
Greater Boston Hotels Employee Trust Write review for this local business
33 Harrison Ave, Boston, MA 02111
(617) 451-0318  
Trusteer Write review for this local business
545 Boylston St Ste 500, Boston, MA 02116
(617) 236-1879  
Commonwealth Condo Write review for this local business
203 Commonwealth Ave, Boston, MA 02116
(617) 266-0258  
Pineridge Trust Write review for this local business
99 High St, Boston, MA 02110
(617) 482-3313  
Family Trust of Massachusetts Inc Write review for this local business
84 State St, Boston, MA 02109
(617) 742-3500  
1334 Cambridge St Realty Write review for this local business
1334 Cambridge St, Cambridge, MA 02139
(617) 441-3100  
Alarm Line Waverly Trust Write review for this local business
269 Harvard St, Cambridge, MA 02139
(617) 492-7228  
Sutton Place Write review for this local business
101 Huntington Ave Ste 2575, Boston, MA 02199
(617) 450-0060  
Blackstone Trust Write review for this local business
11 Blackstone St, Cambridge, MA 02139
(617) 576-1591  
M Latimer Condo Trust Write review for this local business
42 Union Park, Boston, MA 02118
(617) 236-0838  
Anatolia College Write review for this local business
18 Tremont St, Charlestown, MA 02129
(617) 742-7992  
When choosing a trust service, research the professional's background carefully, noting how long the service has been in business, any business affiliations or organizations, and contact information. Find out how long the companies have been serving clients in the trust services field. To help you choose a trust service, check out the company's physical location if possible. Is the building clean and well maintained? Meet with a trust service individual. Are staff members courteous and professional, reflecting a positive business attitude? Inquire if the trust service is part of a local, national or international company. Ask if the company has a website where you can find out more information, including company history and detailed outlines of services, such as portfolio management. Make a list of the services each trust service company offers for individual or institutional clients, such as estate planning, diversification, hedging, services of attorneys or CPAs, wealth management, legal documents, portfolio management, wealth and financial strategies, dividend, strategy, business planning and management, valuation, legacy trusts, treaties, corporate tax and offshore accounts. Get rate quotes in writing, and inquire as to the specific services offered. Make sure the trust service is properly certified and licensed. Consider the trust service's reputation in the industry. Get references if possible and check them out. Go online to do your research on the trust service to make sure you hire a reputable company with many years of experience. Remember to take note of the trust service company's availability, hours, and quality of service before choosing a trust service for individual, institutional or off shore customers.


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