Tangier Services
Establish your trust with Tangier
Move from understanding trusts to exploring a properly structured solution for your goals.
01
Education
Learn about available trust arrangements.
02
Assessment
Identify your goals, asset categories, jurisdiction, and administration needs.
03
Consultation
Request a consultation with Tangier.
04
Professional Review
Confirm the appropriate trust structure, legal requirements, professional responsibilities, and pricing.
05
Trust Establishment
Where Tangier is authorized and engaged to provide the service, coordinate documentation, execution, and establishment with qualified professionals.
06
Funding & Administration
Receive guidance about asset transfers, recordkeeping, trustee responsibilities, and ongoing compliance within the scope of the engagement.
Client intake
Do not include Social Security numbers, bank credentials, identity documents, or account numbers.