Whether it is minimal support or a turnkey solution, AFS recognizes that each trust company has different needs and we will work with you to provide a customized solution. Our core services include the following:
- Trust Company Application Consultation
- Board Membership
- Office Space
- Office Support Services
- Meeting Agendas, Minutes, and Exhibits
- Facilitate Account Administration
- Account Reviews
- Compliance Support
- Internal Audits
- Examination Consultation
- Updates on Legislation and Regulation
- Serve as BSA/AML Officer
During the past fifteen years, our founder has assisted and examined over 65 trust companies. Developing a sound solution for each trust company partner requires expertise, experience, and commitment.