Trustee Training, Fiduciary Business Coaching and Marketing Support – A Partnership with Consortium Trustees & Consultants

Through our partnership with newly-created Consortium Trustees & Consultants, LLC, we are very pleased to offer live training programs, coaching and marketing support for trustees and trust consultants.

CTC Trustee Training course experts engage in comprehensive instruction and interactive discussion around your role as trustee and consultant, beginning with CTC’s Comprehensive Overview and continuing with courses to address all areas of trust administration.  Completing CTC trustee training courses produces certificates of completion in support of being designated a Certified Family Trustee®.

CTC Coaching and Marketing is your operational support when engaging in a business serving as a fiduciary.  You receive consultation and assistance in formation, management, policy, procedure and information technology, along with marketing support to include website design and branding, logo and trademark/servicemark design and integration, advertising and more!