Trust Company of Illinois was founded in 1993 on the belief that our clients' needs come first. As an independent, fee-only wealth management firm and fiduciary, chartered by the Illinois Department of Financial and Professional Regulation, we provide our clients with the highest standard of care in financial matters. Our services include qualified retirement plans, trust and estate administration, and estate planning.
In our capacity as trustee or executor for our clients, our role is to administer the distribution of family wealth and to make decisions in the beneficiary's best interest.
We provide guidance in the estate planning and administration process with professionalism and transparency to help minimize conflict.
Our independence, fiduciary responsibility and unique service model allow us to better serve business owners with their retirement plans by designing traditional and non-traditional solutions to achieve their goals. We strive to simplify the lives of both plan sponsors and participants by providing them with all the tools and resources as they prepare for retirement.
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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