institutional trustee
consulting

At Newcleus, we have wide and extensive experience working with institutional trustees in the banking industry. Our client-centric focus and deep knowledge of investment opportunities that capture returns beyond traditional investments position us to offer outstanding strategic analyses with action‑ready recommendations.

Institutional Trustee Consulting Fiduciary Consulting Deferred Compensation Plan Consulting Benefit Consulting Compensation Consulting Retirement Plan Consulting

BENEFITS FOR THE INSTITUTIONAL TRUSTEE

We embrace strategies that generate tax-advantaged income for your clients at levels higher than traditional investments.
Our plans are customized for the full range of institutional clients that a trustee manages based on thorough research and evaluation.
MINTS, our proprietary client portal, houses an administrative gold mine of accessible plan documentation, financial reports, research, and compliance and due diligence information.

Two businessmen discussing institutional trustee consulting.

knowledge center

Communicating with Established Board Members

Communication within the board room is essential to the success of your credit union. While it may be easy to […]

Frequently Asked Questions about CUOLI

Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major […]

Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?

Should you lower the rate on your CEO/Executive’s Split-Dollar Loan? Loan Regime Split Dollar (also known as Collateral Assignment Split […]