. . . providing existing and potential wealth management / trust department service providers with unbiased assistance

Service Pricing

TRC feasibility studies, implementation planning, existing services review / strategic planning, and ongoing consulting fees vary accordingly to the specifics of the engagement and are detailed in our proposals. We would be pleased to submit a proposal relative to a TRC-conducted feasibility study, implementation planning program, or existing services review / strategic planning engagement for your institution. You may request proposals for your consideration by pressing the “Request Info” button above.

We are sensitive to budgetary constraints when implementing any new service in a financial institution and our proposals frequently contain optionally-priced services. In addition, if TRC has conducted a prior feasibility study, a portion of our feasibility study fee is rebated as a credit toward implementation fees.

When feasibility and implementation fees are netted against the cost savings achieved through utilization of the numerous tools provided during an implementation engagement, analysis shows our services to be a very economical, efficient, expedient, and experienced way of introducing quality, profitable services. In addition, our implementation program shortens the period during which non-revenue producing overhead is incurred and increases the speed with which a flow of revenue commences. These financial advantages most often more than cover the fees associated with our engagements.

To order a no-obligation proposal for your consideration, click the “Request Info” button above.