Advisors collaborating on a client’s trust structure
One Area of Expertise
We don’t try to be all things to all people. Trusts are our sole business — helping families implement their estate plans by engaging the team of advisors with whom you already have relationships.
Serving in an administrative corporate trustee role
Full record keeping, accounting, and tax preparation
Advisors continue managing your investments
How We Work
See How We Make It Happen: Our Process
01 · Discovery & Onboarding
Understand the family’s goals, the trust document, and the advisor relationships already in place.
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02 · Structure & Agreement
Define roles between AMNT Trust, the advisor, and any co-trustees, with a written policy statement.
03 · Administration Begins
Safekeeping of assets, record-keeping, accounting, and zakat/tax preparation get underway.
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04 · Ongoing Reviews
Regular account reviews, with policies revised as portfolios, circumstances, and markets evolve.