FAMILY OFFICE SERVICES
FAMILY OFFICE SERVICES
FAMILY OFFICE SERVICES WITHOUT Building One
KEEP THE NEXT GENERATION Connected
FAMILY OFFICE SERVICES WITHOUT Building One
FAMILY OFFICE SERVICES WITHOUT Building One
Give clients more personalized financial support with Paytrust's human-led bill management service, without adding operational complexity to your firm.
Give clients more personalized financial support with Paytrust's human-led bill management service, without adding operational complexity to your firm.
Give clients more personalized financial support with Paytrust's human-led bill management service, without adding operational complexity to your firm.
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust
THE CHALLANGE
THE CHALLANGE
More Client Needs. More Operational Demands.
More Client Needs. More Operational Demands.
More Client Needs. More Operational Demands.
High-net-worth households often need support beyond investment management. Building an in-house family office can require additional staff, time, and resources that may not fit every advisory practice.
High-net-worth households often need support beyond investment management. Building an in-house family office can require additional staff, time, and resources that may not fit every advisory practice.
High-net-worth households often need support beyond investment management. Building an in-house family office can require additional staff, time, and resources that may not fit every advisory practice.
CORE BENEFITS
CORE BENEFITS
DELIVER MORE VALUE TO Families YOU SERVE
DELIVER MORE VALUE TO Families YOU SERVE
DELIVER MORE VALUE TO Families YOU SERVE
DELIVER MORE VALUE TO Families YOU SERVE
Extend Your Service Offering
Provide family-office-style bill management without building an in-house team.
Provide family-office-style bill management without building an in-house team.
Personalized Human Support
Give each household access to real people who help manage everyday bill payment responsibilities.
Give each household access to real people who help manage everyday bill payment responsibilities.
Make Your Value Visible
Offer practical, ongoing support clients can experience beyond investment performance.
Offer practical, ongoing support clients can experience beyond investment performance.
Reduce Operational Burden
Support clients' day-to-day financial needs without taking on every household task yourself.
Support clients' day-to-day financial needs without taking on every household task yourself.
HOW IT WORKS
HOW IT WORKS
ADD SUPPORT WITHOUT ADDING Complexity
ADD SUPPORT WITHOUT ADDING Complexity
ADD SUPPORT WITHOUT ADDING Complexity
ADD SUPPORT WITHOUT ADDING Complexity
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How does Paytrust help prevent elder financial abuse?
Paytrust adds a layer of oversight by having dedicated bill specialists review bills before payment. This can help identify potential concerns and complement your firm's existing procedures for protecting aging clients.
How does Paytrust help prevent elder financial abuse?
Paytrust adds a layer of oversight by having dedicated bill specialists review bills before payment. This can help identify potential concerns and complement your firm's existing procedures for protecting aging clients.
How are bills reviewed before payment?
How are bills reviewed before payment?
Who can access a client's financial information?
Who can access a client's financial information?
How does the referral process work?
How does the referral process work?
BRING MORE VALUE TO YOUR Advisory Practice
BRING MORE VALUE TO YOUR Advisory Practice
BRING MORE VALUE TO YOUR Advisory Practice
BRING MORE VALUE TO YOUR Advisory Practice
Explore how Paytrust can help you deliver personalized household financial support without building a family office from scratch.
Explore how Paytrust can help you deliver personalized household financial support without building a family office from scratch.
Explore how Paytrust can help you deliver personalized household financial support without building a family office from scratch.
Start with one client
Start with one client
Start with one client
No long-term contract. No setup fee
No long-term contract. No setup fee
No long-term contract. No setup fee
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust