Advisor Friendly Service

RMB offers an ideal solution for financial advisory firms seeking to offer trust services to their clients.  RMB retains the flexibility to work with most money managers, allowing the advisor to remain as investment manager to the trust, and rely upon RMB as a value-added partner to provide administrative trustee services. Combined with the advantages of Wyoming situs, RMB is an ideal partner, helping the advisor win loyalty from current clients, and potentially gain additional funds under management.