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Passport Trust
Bay Area Translations EBRD Passport Trust CGA Hydro-Logic Observance

 

We developed a software system for Passport Trust called TrustWiz that has revolutionized the off shore trust business. By co-mingling accounts the allows hundreds of trusts to share accounts and greatly reduces the costs of maintaining off-shore trusts. We have had over 100 million dollars under management with this system.

TrustWiz includes full investment management capabilities for stocks, bonds and foreign currencies, including an internal brokerage system to trade among trusts. The system was developed in Microsoft Access.

 

Send mail to treed@hlo.com with questions or comments about this web site.
Last modified: 03/08/2008