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 PDF Print E-mail

As escrow agents we provide a legal arrangement in which an asset (such as cash, real property or other tangible asset(s)) is deposited into safekeeping (e.g. a bank account) under the trust pending satisfaction of contractual contingency or condition.  Once the condition has been met, we deliver the asset the party prescribed by the contract.

  • Trustee
  • Document Custodian
  • Paying Agent
 
Corporate, Private or Structured Finance PDF Print E-mail

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 ® PDF Print E-mail

“The Capital Trust ®” is one of our capital formation proprietary formulas specially designed for small businesses or start-ups with capital needs under 1Million Dollars. This amount of money is highly sought after in the market place but, virtually off limits to traditional banks and venture capitalists. The workings of this creative strategy include a tri-pod agreement between the business entity, the investor and our firm acting as trustee. One of the agreements is a legal trust for the benefit of investors. It specifically sets forth how and under what terms the money is to be invested. It also describes the role, duty and responsibility of each party to the agreements. And, it outlines how interest and principle are to be protected and paid by the business entity.

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.

 
Merchandise Trust ® PDF Print E-mail

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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