LAUNCH YOUR IDEAL CUSTODY PROGRAM & STRATEGY
Successor Custodian & Bulk Transfers
Streamline bulk transfers & successor custodian solutions by partnering with Directed Custody. Our team offers robust support for advisors, issuers, and trust companies with existing books of alternative assets.
Successor Custodian Services
We offer comprehensive solutions for banks and trust companies looking to offload alternative assets. Our dedicated team, with experience in transferring thousands of alternative assets, will collaborate with your team to develop a customized successor custodian plan. With a tech-first approach and white-glove support, we ensure outstanding customer service throughout the transition from one custodian to another.
Bulk Transfer Support
Looking for a new alternative asset custodian? We’ll make the transition process smooth and efficient for both advisors and clients. Directed Custody is known for their outstanding support throughout the succession process.
Working With
Directed Custody.
Directed Custody (powered by Directed Trust Company) was founded by two Attorneys and their commitment to offer clients professional and innovative solutions to wealth building. Contact Us.
Reviews20K+
Satisfied
Clients Served
2 B+
In Assets
60+
Dedicated Employee Support
800+
Licensed & Regulated
Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI, License No TC-0947181.
- $2 Billion+ In Assets
- 20,000+ Clients Served
- Annual examination by AZDIFI bank examiners
Audited & Examined
Annual audits by outside CPA firms. Not all of our competitors are licensed, regulated, and audited.
