Expanding with Trust Services

Case study – Expanding with Trust Services


Over the past four years Oakbrook Solutions has been engaged by numerous RIAs, insurance companies, custodians, broker-dealers, attorneys, banks, and others interested in exploring ways to engage in the trust business.


Oakbrook has delivered “Proof of Concept” assessments to validate client plans for partnering and/or de novo trust strategies. While most resulted in a recommendation to partner with a third party corporate trust company, we have three clients currently in various stages of de novo trust company formation. In these engagements, Oakbrook developed detailed financial and staffing plans, marketing plans, and evaluated technology and custodian providers in support of the chartering and de novo launch process.