Trust Management Services

The strength and experience of RealtyNet’s Trust Management Network allows trust departments to provide their clients with a myriad of professional asset management services. We assume the responsibility of gathering assets into our affiliate’s trust departments, and manage those assets in diversified pools (common trust funds) as investments into stocks, bonds, and debt-free real estate. Our programs include the management of self-directed IRA’s, 401(k) plans, pension accounts, profit sharing programs, custodial-only accounts, and much more.

RealtyNet excels at Financial and Estate planning services, and members of our network benefit from our experience. As a partner, your firm will receive the trustee and custodial fees associated with each account, and we’ll collect the asset management fees (based on the asset class) for the respective portfolios. Our goal with each member is to develop a long-term relationship where ours is the responsibility to grow and manage the assets of each trust department.

Our history speaks for itself. We’ve managed client real estate assets since 1997, and have overseen the purchase and sale of over 100 net-lease properties across the United States. We carefully screen and match each partner’s portfolio, and select an estate planning law firm that will bank with its client in return for the opportunity to provide estate planning services.

Before a prospect can become a trust client they first need to establish a banking relationship with your bank. So, to put it bluntly, for us to increase the assets under management we first have to bring you new core clients. Consider joining our Trust Management Network, and see your trust department and bank deposits grow.