Do you refer clients who need investment management or trust services? Would your clients be better off if you could stay actively involved after the referral to ensure that they create and implement an effective Wealth Plan? Are you looking to develop new fee revenue sources? If you answered “Yes” to any of these questions, you need to learn about Idaho Trust.

Idaho Trust is a bank established by former attorneys to meet the needs of attorneys, accounting professionals and their clients. We work with professional advisors, cooperating as part of a client-centered team. Idaho Trust contributes its deep understanding of investment and fiduciary principles—and the expertise to apply them in virtually any situation.

Idaho Trust clients receive wealth advice from the professional of their choice—and at no extra cost to them. Clients simply pay their investment fees and we pick up the check for your advice.

Our revolutionary TriVantage® program includes a 3 step process:

Step One—When establishing their investment management or trust account at Idaho Trust, the client selects you to provide representation. For accountants we call this Wealth Consulting and for attorneys we call this the practice of Wealth Law.

Step Two—You assist the client in the creation and implementation of a Wealth Plan developed by Idaho Trust. You represent the client for the life of the account relationship.

Step Three—You are paid by Idaho Trust using our Patent Pending TriPay® system for professional compensation. As an attorney, are compensated using value-billing practices and not based on the number of billable hours. As an accountant, you can be paid similarly or you may elect to receive payment as a referral fee only depending on the laws that govern your state. There is no additional cost to the client.

Idaho Trust pays you to practice Wealth Law or Wealth Consulting. It streamlines your wealth practice and returns you to the role of trusted counsel and Advisor.

To learn more, please contact an Idaho Trust Representative at 1-800-549-3333 or info@idahotrust.com.