Small Business Awards 2020

Eastern Point Trust Company - Best Trust Company & Custodian – USA & Most Innovative QSF Solution (USA): QSF360™ Since its inception more than three decades ago, EPTC has grown to become one of the leading trust companies in the United States, if not the wider world. EPTC is a non- depository trust company and custodian, with more than thirty years of trust experience when it comes to handling large quantities of hard-earned and saved money. 1986 saw the beginning of EPTC, and it has always strived for the best and most excellent service possible for its clients. As a result, EPTC’s patented trust technology has disrupted the industry to make trust services more affordable, accessible, and transparent for everyone involved. Behind this adoption of new technology is a series of commitments to company values for EPTC; values that have helped create an environment that puts client success first. This environment is a major reason why the institutional and retail client relationships for EPTC continue to grow. EPTC has become the fastest growing trust company in the United States through the administration of trusts related to some of the most recognized cases in recent history. Fiduciary expertise is in no short supply though, despite the firm’s relative youthfulness within what is a traditional industry. EPTC is recognized internationally as a lead in the trust industry. The staff at EPTC is comprised largely of internationally recognized fiduciary and trust experts that Federal and State courts regularly rely upon when it comes to expert testimony, trust construction, administration, and fiduciary matters. Government regulation is also a key part of delivering outstanding fiduciary and trust company work. As a regulated institutional trust company, EPTC provides safety, security, and peace of mind in abundance. EPTC is also one of the only financial service firms across the entirety of the United States to have a perfect compliance record since its inception all the way back in 1986. The firm provides services to more than seven thousand trusts with more than twenty thousand users across both the United States and the wider world. As an industry leader in trust technology, EPTC is focused on leveraging proprietary trust technology for its clients, including things such as TrustWare™, Trustcode™, and other industry-leading offerings that are exclusive to EPTC. When it comes to account access and distribution processing, EPTC also takes extra steps to ensure total excellence. Beneficiaries, attorneys, investment advisors, guardians, and the courts are all provided with 24/7 online and real-time access to all account data for trust records, including but not limited to balances, positions, statements, and all transactions. Perhaps most important for a firm working with such large sums of money, EPTC prides itself on being an institutions that embodies financial integrity. EPTC has spent countless hours assembling a When it comes to handling large sums of money, whether personal money or institutional, then quality and expertise is absolutely key. Trust, quality, service, and security are all imperative for a trust company or custodian, and that is exactly what embodies the culture at Eastern Point Trust Company, EPTC for short. Recognized for their ground-breaking trust technology and innovative trust solutions within the industry, discover what makes EPTC such a deserving double winner in the Small Business Awards 2020 from Corporate Vision Magazine. Oct20502 proprietary nationwide FDIC banking network for custody of assets up to the value of 125 million US dollars per beneficiary or claimant. On top of that, the firm also has the ability, through this network, to accommodate individual trusts up to the value of one hundred billion dollars, which is incredible amounts of money. The staff that make up this excellent team at EPTC are some of the most internationally recognisable fiduciary and trust experts, many of whom have spent years in the industry. One area in particular that the firm has achieved great success, and this is reflected in the awards it has won through the Small Business Awards 2020, is that of qualified settlement funds. A qualified settlement fund, or QSF for short, can also be referred to as a 468B Trust and is an exceptionally useful settlement tool that allows time to properly resolve mass tort litigation and other cases that involve multiple claimants. The idea behind a QSF is all about serving the client is the best way possible, and in turn, shares many traits with the work that EPTC does as firm. It should come as no surprise then, that the firm itself has developed one of the fastest and most affordable QSF solution ever created, QSF360™. Dubbed the only end-to-end online turnkey solution administered by a regulated trust company, QSF360™ delivers round the clock excellence for every client and user. The process is designed to be as swift as it is easy, ensuring that anyone and everyone within a given firm can design a qualified settlement fund. QSF360™ provides a complete and online qualified settlement fund solution whereby those who want to can submit an approval form in as little as fifteen minutes. From there, the individual in question can then fund the QSF by wire or by check, depending on their preferred method. Finally, they can access account documents, balances, and statements like any other bank account. Clients are in good company in choosing EPTC and its QSF360™ solution for their needs. With other clients being the Office of the Public Guardian, many financial institutions, settlement planners, law firms, investment advisors, mediators, courts, school districts, and municipalities, counties, and towns. Ultimately, EPTC is a firm that understands what it means to deliver excellence time and again through exceptional service and outstanding relationships. The power to protect one’s own wealth is something that is important to many people, and EPTC is a firm that has excelled at enabling its clients to do that. Its success is hard-earned and well-deserved, and we at Corporate Vision Magazine are privileged to witness it. Company: Eastern Point Trust Company Contact: Damon Thomas, Chief Business Development and Marketing Officer Telephone: 855.222.7513 ext. 219 Email: [email protected] Website: www.easternpointtrust.com

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