Learn how TrustCore has helped its clients explore their possibilities and secure their financial futures.
Two Business Owners
Two unrelated business owners share ownership of a company evenly.
This successful client earns a stable income and has access to her inheritance/trust assets.
The client is the owner of a successful restaurant chain and also owns large tracks of valuable real estate.
Loss of Spouse
The wife of successful salesman becomes a widow.
A successful executive with a young family receives high earned income, significant lump sum payments from royalty income, and growing interests in real estate investments.
She had just received her divorce settlement and had no working knowledge of finances.