Other Trust Needs

Other Trust Needs

Altruist™ specializes in the management of a variety of trusts, the most common types of trusts that we manage can be found on our trust services page. With any trust that we’re managing, each client will experience the Altruist™ difference, which we feel is the best in corporate trust management services.

What Sets Altruist™ Apart

Personalized & Caring

Each client is unique, and we treat them as such. Every client receives their own dedicated trust officer and trust management team, who knows their clients personally. We built our firm in this way so our clients can receive caring, meaningful service, quickly have their needs addressed and know that they will never be a number or treated in a way that doesn’t honor or respect them.

Highest Level of Security & Regulation

Altruist™ is a regulated corporate trustee & financial institution. We built our company to the highest standards of corporate trust management and fiduciary services which is in our client’s best interest. We operate under extensive policies, and procedures that are beyond what is required.

Always Doing What is Right

In today’s business environment, we see it all too often where businesses take the easy way to a solution instead of the right way. At Altruist™ the right way is the only way. We serve to provide our clients with the highest standards of corporate trust management, not because it’s easy, but because it is what our clients deserve. As fiduciaries and our client’s trusted advisors, we can’t see any other way to serve them than by making sure every aspect of our engagement from working with attorneys to identify and establish a client’s trust to the day-to-day management and service of the trust needs to be done exactly by the book, and with the utmost care, love, and attention to detail. This is how our entire team views their work and it is the only way Altruist™ will ever do business.

Knowledgeable, Collaborative, and Dependable

The Altruist™ team is uniquely set apart in the trust management space as our company was formed out of a trial law firm, The Zielke Law Firm, P. S. This unique background gives our entire trust management team a different perspective as we approach trust management from both a legal and fiduciary point of view. This legal perspective provides clients with our specialized insight into how trusts should be created and managed. This added benefit provides our clients with:

  • Extensive knowledge about how and why their trusts should be set up in a certain manner.
  • How their trust can and will protect them and their beneficiaries.
  • How our approach to trust management is unlike any other.

Additionally, Altruist is a collaborative and dependable solution that your trusted advisors can collaborate with, ensuring your needs, wishes, and desires for your estate are accomplished by your trust.

Altruist™ is Your Dedicated Trust Management Solution

When it comes to trust management, look no further than Altruist™, we provide our clients with unmatched service, security, and peace of mind.

Rely on Altruist’s™ Caring, Customer-First Approach to Trust Management