The genesis of Trust Asset Consultants developed out of necessity…the necessity to provide trustees with the type and scope of defensible TOLI risk management services necessary to meet the demands outlined in contemporary trust asset management, legal and regulatory guidelines.

The standard of care appropriate for ‘Trust Owned’ life insurance should not be confused with customary life insurance marketing practices. Fiduciary protection is all about process and documentation. TOLI requires a risk identification and mitigation expertise that enables fiduciaries to demonstrate TOLI-specific ‘procedural prudence’ and avoid allegations of breach of duty. Please move your cursor to the graphic to view a description of each of our services.

Informed TOLI standard of care decisions require a best practices TOLI risk management process. TAC offers its client ‘single source’ TOLI solutions.