Trust Department Administration and Operations
Select a format
The most up-to-date management tool for the trust professional. A procedural manual, training guide and idea source. Filled with techniques proven successful in Mr. Whitney’s 20 years in the trust business.
Covers every aspect of setting up a trust department, day-to-day administration, asset management, operations, marketing, and internal management.
First published in 1981.
2 Volumes; Looseleaf; updated with revisions biannually.