If You Can’t or Won’t, Somebody Else Will!

Dear Colleague:

As you assess merits of our RIA trust solution, we invite you to examine important, distinguishing features.

“Private RIA Trust” has been designed to provide the functionality of a trust company without the customary expense, risk and regulatory burden while actively embracing preferences and expectations of wealthy individuals and families seeking to optimize flexibility, control, security, privacy, influence and direction of their wealth.

Our model addresses two fundamental issues:

·??????For RIAs, protecting against near-certain loss of important relationships at patriarch’s passing and an ability to attract and manage UHNW and Family Office legacy wealth with progressive, modern, jurisdictional-leading trust, tax and privacy laws

·??????For clients, optimal choices in selecting trustees—jurisdictionally preferred, advisor-friendly trust companies (both domestic and offshore) and bank trust departments as well as individual trustees (Independent Professional Trustees, trusted advisors, family members and RIA principals) and the vast array of every imaginable, sophisticated trust solution available anywhere, including Revocable and Irrevocable Trusts, Delegated Trusts , Directed Trusts, Self-Settled Trusts, Asset Protection Trusts, Charitable Trusts, Dynasty Trusts, Special Needs Trusts, Special Purpose Entities and Purpose Trusts

Furthermore, recognizing the ever-growing demand among wealthy families for a choice in selecting individual trustees, FiPar has incorporated into its model the availability of a professional trust technology platform and back-office outsourcing solutions to enhance individual trustee capabilities to attract and ensure professional grade accounting and reporting service to families of discerning wealth. Conversely, independent trust companies chartered in modern trust law states can offer conflict-free and innovative trust and fiduciary services coupled with progressive, innovative solutions to domestic and international families worldwide. It’s a matter of choice!

Features and benefits of our model emphasize leveraging of other providers resources—intellectual talent, organizational infrastructure, modern technology and marketing and sales. By shifting away from these traditional responsibilities, RIAs can maintain focus on their core corporate objectives while diversifying their business lines to gain competitive market edge and protect and deepen important client relationships.

Without a mechanism to effectively generate sustainable legacy trust business, no trust solution is of much value. Consequently, FiPar has embedded in its model “Independent Professional Trust Counselors” (IPTCs), typically, former Senior Trust Officers, Trust & Estate Lawyers and CPAs, that are selected by RIAs to represent their firms in developing and servicing intergenerational trust relationships. Accordingly, through an affiliation with a nationwide contract staffing company, Alexander Raymond, RIAs have access to over 8,000 trust and wealth professionals from which to select qualified, experienced trust specialists to represent their firms in curating trust relationships.

Illustrative of important marketing features, IPTCs will host periodic, customized Family Wealth Stewardship Workshops designed to empower the next generation by becoming responsible stewards of family wealth and values, ensuring a lasting legacy of wisdom, prosperity and community impact. Representative topics include “Understanding Your Family’s Legacy”, “Financial Foundations for the Next Generation” and “Nurturing Personal Development and Lifetime Goals”.

Arrange a "warm" introduction of an RIA prospect and earn a $3,000 success-referral fee with a two-year trailer of $1,000 each year. RIAs that contact FiPar directly will receive a $3,000 credit against an already very low set-up fee.

RIAs must adapt to dynamic changes in wealthy clients’ needs, preferences and expectations. Families of elite wealth are empowered!?If RIAs cannot or will not serve their needs, they will unmistakably migrate (shift, if you will) to what they perceive to represent value, combined with choice, flexibility, specialized expertise and convenience—because they can!?

For additional information about our trust solutions, please click HERE .

Thank you for your consideration!

Regards,

Bob

Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP CEO 210-860-8055 [email protected] www.fiparconsulting.com

About: FiPar Financial, Inc.

FiPar Financial, Inc., a San Antonio-based business with a national service scope, serves as an institutional and independent trust consulting firm specializing in helping banks, trust companies, RIAs and other financial services organizations optimize trust capabilities by integrating visionary ideas, strategic initiatives and specialized skills?with a service focus in trust charter applications, risk assessments, alternative trust solutions, interim and crisis management, expert witness defense and trust technology consulting. In other words, we put'em together, take'em apart, turn'em around, shut'em down and sell'em off!

Simple Concept / Powerful Solution??(sm)

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