Our Services

Personal Trust Services
 

 

Many people think a personal trust is only for retired individuals who already have accumulated their wealth and are looking for ways to pass it on to the next generation. This is not the case in the twenty first century. As a result of what some call the greatest bull market ever, together with the incredible success experienced by many young entrepreneurs, there has been a significant increase in the asset value of millions of American households. People today know the importance of long term financial planning to secure a healthy financial future for themselves and their families, and more and more are now in a position to benefit from a trust as an additional vehicle for funding their retirement as well as for providing for their heirs. At the same time, the consolidation within the banking industry and higher fees for bank trust services makes it more difficult to find an acceptable trustee. 


Trust Management is a locally owned independent trust company that has been providing trust services for more than 46 years. Unlike banks and many other trust companies, we specialize only in trust management and fiduciary services and we do not make loans or sell CD's, annuities, REIT's, proprietary mutual funds, bonds or other securities. We believe that our independence and specialization in trust administration better enable Trust Management to understand and meet the needs of our clients with undivided loyalty. 


In addition to our own strict internal compliance procedures, the Texas Department of Banking examines us on a regular basis to ensure that our trusts are administered in accordance with applicable law and sound fiduciary principle. The Texas Department of Banking also requires that we always maintain certain minimum capital requirements, and we undergo an annual examination by independent outside auditors.


For more information about our Personal Trust Services, please contact us at (800) 580-2933 or send an e-mail to INFO@TMICO.com

 

 

 

 

 

Trust Management, Inc.
901 Summit Avenue
Fort Worth, TX 76102
Tel: (817)335-2933  Fax: (817)335-8434
E-mail: Info@Tmico.Com


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