A Trusted Partner for Advisors

Credit Union Trust is uniquely suited to support wealth & investment advisors. We provide trustee services and fiduciary protection for your clients, while you maintain the investment and advisor relationships.

Let's talk about your needs.

Benefit from an expert resource.

Having a trusted fiduciary resource like CU Trust means you can leverage our systems and capabilities to serve as a corporate trustee and ensure compliance.

We offer long-term stability and continuity, thanks to our ownership group of financial institutions with more than $12 billion in assets. Plus, you benefit from a flexible platform that respects your relationships. This allows you to remain focused on managing investments, developing new relationships, and nurturing your existing clients.

Here's how it works.

Advisor

You

Lead the relationship
Determine CU Trust's interaction level with customers
Manage the investments
Client

They

Enjoy a trusted relationship
Find added security and peace of mind
Are less likely to go to a competitive bank
CU Trust

We

Work within your direction
Serve as trustee
Provide fiduciary expertise & protection
Offer flexible custody & billing options
Supplement & enhance your relationship
Offer local & practical decision making
Advisor

You

Lead the relationship
Determine CU Trust's interaction level with customers
Manage the investments
Client

They

Enjoy a trusted relationship
Find added security and peace of mind
Are less likely to go to a competitive bank
CU Trust

We

Work within your direction
Serve as trustee
Provide fiduciary expertise & protection
Offer flexible custody & billing options
Supplement & enhance your relationship
Offer local & practical decision making

New opportunities for your business

With a skillful team that understands the importance of partnership, CU Trust successfully delivers the products your clients need. Our services include:

Trustee Services & Support

Trust Administration

Estate Settlement

Agent for Trustee

Co-Trustee

 

Fiduciary Services

Veteran’s Accounts

Conservatorships

Trusteed IRAs

Custodial Services

Foundations & Endowments

Other Trusts & Services

Special Needs Trusts

Directed Trusts

Delegated Trusts

Bill Pay

Take the next step

A CU Trust Advisor is ready to answer questions and help you take the next step, whether you’re curious about how we could partner or have a client you would like to connect us to.

We are headquartered in Troy and have representatives across Michigan. 

Meet our team

Let's talk about your needs.

Expanded options for legacy planning

Many advisors are noticing an increased interest in next-generation planning. As you encounter clients with larger and more complex estates, there may be more valuable options that would help empower your clients—and ensure an ongoing role for you as an advisor. 

Learn more

Finding the right professional trustee.

Michael had been working with an Investment Advisor in western Michigan for some time. He was in the process of creating a trust and wanted a professional trustee.

The advisor referred Michael to CU Trust. We helped create an Investment Policy Statement. Now, the advisor retains the investments and CU Trust handles other trustee-related responsibilities.

The trustee support your client deserves.

Laura is a client of a Wealth Advisor in southeastern Michigan. Laura is also the beneficiary and co-trustee of a series of trusts created by her deceased spouse.  

Laura was looking for more support than what she was receiving from her existing co-trustee. Laura’s attorney and the advisor matched Laura with CU Trust, and we are now serving as co-trustee with her, providing assistance with principal and income accounting, distributions, and tax-related issues.

A custodian request.

An attorney in mid-Michigan was serving as trustee for one of his clients. He asked CU Trust to step in and serve as custodian.

CU Trust agreed and now offers valuable fiduciary recordkeeping. The advisor has trading access; the advisor, attorney, and CPA all receive performance reporting and trust accounting from CU Trust. 

Offering advanced planning?

Consider the value of recommending Credit Union Trust as a corporate trustee, particularly for clients with blended families or special needs. In addition to enhancing your value, our partnership could expand your ability to retain relationships with beneficiaries/subsequent generations of the family.

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Details in the examples above have been modified for confidentiality purposes.