Our services stem from the desire to successfully preserve long-term family wealth.  We understand that true family wealth revolves around, and includes, the individuals that compose a family.  We also know that a family's assets are its individual members and the financial capital within a family is used as a tool to support the growth of its human and intellectual capital.

At Founders Trust Company we believe there are numerous distinctions that set ourselves apart from the traditional financial institutions used to service families of substantial wealth.  Our services to families are tailored to meet client need and to enhance these distinctions.

Founders Trust Company service distinctions:

• Flexible pooled investment vehicles - Families with Founders Trust Company will have the ability to participate in world-class private investments not accessible to the public or non-institutional client.  Some vehicles reserved for individuals and institutions with $50,000,000 to invest may be accessed as a client of Founders.  In addition, family ‘pooling' will allow smaller accounts access to the world's best managers at institutional prices as well as offer tax efficiency not found in mutual funds.

• Coordination of large family accounts - The administrative reporting and fiduciary obligations associated with multiple family accounts can be extensive.  Founders adds value and objectivity by providing consistent administration of accounts to benefit your family's multiple branches.  Also, the need for prudent investment policy decisions creates opportunities for economies of scale when assets are centralized at one custodian provider.

• Continuity of family philosophy - As generations pass, it becomes more difficult to sustain the philosophical goals and family values established by the patriarch and matriarch.  Founders' family experience helps alleviate this concern with ‘Family Meetings' and the establishment of a true Family Office.  This Family Office serves as the foundation for future generations by encouraging family participation and family goal setting.  These goals and driving family philosophies can be institutionalized in both the investment and spending policies.

• Control of expenses - By consolidating family trusts from multiple custodians into one family-owned entity, a family will be able to control administrative costs and possibly find income tax benefits by understanding proper expense structure for asset management.