"Safeguarding Your Legacy One Trust at a Time"
Institutional Trust Administration Platform
Confidential | Q1 2026
Trust creation, funding, and administration handled by separate parties with no unified oversight
Weeks-long turnaround for basic trust documents; high error rates and inconsistencies
Missed filings, overlooked deadlines, and inadequate fiduciary monitoring
Traditional trust companies charge 1-2% AUM annually; prohibitive for many families
Qualified trust administrators are scarce; knowledge concentrated in large institutions
Beneficiaries and grantors lack real-time visibility into trust operations
AI-powered trust administration delivering institutional-quality service at scale
12+ trust structures including GRAT, SLAT, IDGT, QPRT. State-specific compliance. <48 hour turnaround.
Automated tracking of Form 1041, K-1s, estimated payments, and state filings. Zero missed deadlines.
Continuous breach prevention with automated conflict detection and escalation protocols.
End-to-end processing with HEMS compliance, authorization workflows, and complete audit trails.
Unified dashboard for entire trust ecosystem with hierarchy visualization and cross-entity reporting.
Every output is explicit, actionable, and audit-ready. No vague recommendations—ever.
Enterprise-grade AI system with synthesized expert intelligence
Quantum synthesis of elite trust professionals into unified intelligence
Comprehensive coverage for all estate planning objectives
18 entities under active management with 100% compliance rate
| Trust Entity | Type | Purpose | Status |
|---|---|---|---|
| The Williams Family Trust (Irrevocable) | Administrative Controller | Central RP for Portfolio | Active |
| Foreign Grantor Trust | Foreign Trust | International Planning | Active |
| Williams Family IP Dynasty Trust | IP Dynasty | Intellectual Property | Active |
| FAW Master Trust | Administrative | Multi-Entity Coordination | Active |
| FAW Revocable Living Trust | Revocable | Private Property/Vehicles | Active |
+ 13 additional trust entities under management
"Safeguarding Your Legacy One Trust at a Time"