1

Provide unparalleled Private Family Trust Company (PFTC) services delivering value to the client

2

Design PFTC services by listening to our clients

3

Customized PFTC services (not cookie cutter)

4

Provide Agency Services for trust administration related to PFTCs

5

Provide a substantial Nevada presence regarding PFTC and trust administration

6

Offer unparalleled experience in trust and PFTC situs

7

Top-rated PFTC jurisdictions – (Nevada, Unregulated & South Dakota Regulated)

8

Continually upgrading services to maintain market edge

9

Create a pleasant user-friendly client experience

10

Ability to make informed but quick decisions

11

No investment and/or insurance products – no conflict

12

No sales quotas – New business flow results from above philosophy