MonteClare Launches Trust Advisory Program

Featuring Individual Professional Trustees



Enhancing Trust Administration with Optimal Flexibility, Control, Privacy, Confidentiality, Security and Personal Attention

Serving Wealth Advisors

MonteClare, announces the launch of its Trust Advisory Program, a fiduciary platform aimed at providing investment advisors and their clients with reliable trust solutions managed by qualified, experienced individual professional trustees.

This innovative program enables wealth advisors and wealth advisory firms to enhance their trust capabilities. It does so without requiring them to charter a trust company, undergo regulatory approvals or relinquish client control.  

Program Features

•  Straightforward Business Model:  MonteClare offers an advisor-aligned, no-fee trust solution that empowers financial professionals to make available high-quality fiduciary services without disrupting their client relationships or incurring platform or operational costs.

By eliminating the need for trust regulatory approvals, operational overhead and trust fiduciary responsibility, our model provides seamless integration, complete transparency and true partnership—all while ensuring clients receive personalized, high-integrity trust administration from seasoned individual trustees.

Advisors earn and keep all their trust portfolio management fees while MonteClare earns its fees solely from perfoming trust administrative duties.

• Individual Trustees—Clients appoint qualified, experienced professionals to serve as individual trustees (or in similar capacities), promoting optimal flexibility, control, privacy, security and confidentiality. Trust clients also have the option of selecting family members and trusted advisors to serve as trustees while designating MonteClare as their agent to perform administrative and accounting duties,

• Seamless Integration—Smooth connection for enhanced productivity.

• Client Safeguards—Program includes insurance protection, accurate accounting and reporting, data security, document security, Trust Protectors and makes available contingent successor appointees.

• Advisor-Centric Model—MonteClare’s innovative approach is complemented by a steadfast dedication to transparency and ethical governance. With robust safeguards and meticulous processes, MonteClare instills confidence in both trust clients and advisory firms.

Through its advisor-centric model, MonteClare ensures that investment management and client relationships remain uninterrupted, empowering advisors to continue delivering exceptional value to their clients while benefiting from MonteClare’s professional capabilities.

Ideal Program for Advisory Firms Seeking to:

• Protect, preserve, deepen and broaden important relationships
• Serve growing demand for sophisticated wealth solutions
• Maintain focus on core business objectives
• Fortify client loyalty
• Grow enterprise value
• Enhance leadership and competitive position
• Capitalize on economies of scale
• Access specialized expertise 

Customizable Trust Platform

Advisors partnering with MonteClare gain access to a flexible, customizable trust solution that can be tailored to align with their firm’s service model, brand and client demographics.

MonteClare provides a dedicated trust platform that integrates seamlessly with each advisor’s practice, allowing advisors to choose their preferred level of visibility, involvement and structural integration.

Whether the trust solution is private-labeled or offered as a strategic partner arrangement, MonteClare delivers the same high standard of care, diligence and responsibility.

Private Label Platform:

• Website template 
• News Release
• CEO introductory client letter
• Marketing letters
• Educational materials
• Podcasts

MonteClare's charge for designing a private-labeled trust platform is thoughtfully structured based on the depth and breadth of each advisor’s needs. This flexible pricing approach ensures alignment with the complexity of the service offering, allowing advisors to scale their offering without incurring unnecessary expense.

Whether delivered as a streamlined partner arrangement or a fully private-labeled business structure, each trust platform model offers the potential to be both highly effective and profitable—allowing advisors to choose the approach that best aligns with their brand, clientele and strategic goals. 

About: MonteClare, LLC

 

MonteClare serves as a boutique, South Dakota licensed LLC business entity (Limited Liability Company) providing a host of non-fiduciary administrative, accounting and support activities.

Its owners, Mark Clemons and Raymond R. (Bob) Fletcher, along with other select individual trustees, serve as fiduciaries and agents in their individual capacities. The firm partners with individuals, families, financial advisors and institutions to deliver independent, personalized trust administration through its network of qualified, experienced professional trustees.

For more information, please contact:

Mark Clemons, JD
Private Trustee
253-304-5586
[email protected]

Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP
Private Trustee
210-860-8055
[email protected]