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Advisory Services

Strategic guidance for complex financial transactions and structures

Expert Financial Advisory

Drawing on our decades of experience in corporate trust and agency services, AITC provides strategic advisory services to help clients structure and execute complex financial transactions. Our independent perspective and deep market knowledge enable us to provide valuable insights throughout the deal process.

Transaction Structuring

Our team advises on optimal transaction structures for bond issues, loan facilities, and other financing arrangements. We help identify the appropriate trust and agency roles, documentation requirements, and operational considerations to support efficient execution and administration.

Regulatory Compliance Guidance

We provide guidance on regulatory requirements affecting corporate trust and custody arrangements. Our knowledge of SEC, banking, and state trust company regulations helps clients navigate compliance obligations and structure transactions appropriately.

Market Analysis

AITC offers market analysis and insights based on our active participation in the corporate trust and agency markets. We track market trends, pricing, and structural innovations to help clients make informed decisions.

Faith-Based Property Advisory

For church and religious organizations, we provide specialized advisory services related to property acquisition, disposition, and financing. Our deep experience in the faith-based market enables us to provide practical guidance on real estate and financing decisions.

Strategic Consulting

Beyond specific transactions, we provide strategic consulting on trust and custody matters. This includes platform selection, service provider evaluation, operational efficiency reviews, and technology solutions for managing trust and agency relationships.

Independent Perspective

As an independent trust company, AITC can provide objective advisory services without conflicts of interest. We combine practical transaction experience with a deep understanding of market practices to deliver actionable insights that help our clients achieve their objectives.

Need Strategic Guidance?

Contact our advisory team to discuss how we can support your transaction.

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