“The secret to success is to own nothing, but control everything.”

“I don't want a nation of thinkers, I want a nation of workers.”

–Nelson Rockefeller

Sophisticated Trust Solutions for Discerning Families

Our Story

A Legacy of Trust Expertise

TrustUp was founded in 2016 by Dr. Cedric Brown. After witnessing firsthand how conventional estate planning often failed to address the sophisticated needs of wealth creators, Dr. Brown assembled an elite team of trust specialists to create a different kind of trust company.

Our founding principle was simple yet revolutionary: trust structures should be as unique as the families they serve. We rejected the one-size-fits-all approach prevalent in the industry and instead developed a methodology that begins with understanding each family's distinct values, concerns, and aspirations.

For nearly a decade, TrustUp has grown from a boutique consultancy to a comprehensive trust solutions provider, while maintaining our commitment to personalized service and innovative strategies. Today, we serve discerning families across the United States, helping them preserve wealth, protect assets, and create meaningful legacies across generations.

"True wealth preservation isn't merely about transferring assets—it's about transferring values, vision, and opportunity to future generations."

— Dr. Cedric Brown, Founder

Our Philosophy

At TrustUp, we believe that effective wealth preservation requires more than technical expertise—it demands a wholistic understanding of both financial and human dimensions. Our approach is guided by several core principles:

Personalization Over Standardization

We reject cookie-cutter solutions in favor of bespoke trust structures designed around your specific situation, goals, and values. No two TrustUp solutions are identical because no two families are identical.

Uncorporation

We believe in the power of uncorporating—strategically stepping outside traditional business structures to unlock greater protection, privacy, and control. By uncorporating your assets into properly structured trusts, you not only reduce exposure but also position yourself to access powerful tax advantages that corporations simply can’t offer.

Control without Liabilities

True successes is achieved when one has the freedom of control without the confinement of liabilities.

Growth-Oriented Preservation

True wealth preservation isn't static—it requires structures that not only protect assets but also support continued growth and productive deployment across generations.

Education as Empowerment

We believe in educating clients about their trust structures, ensuring you fully understand the strategies employed and can make informed decisions about your wealth.

Values-Based Planning

A trust should do more than protect your wealth—it should preserve your values, honor your principles, and carry forward your family’s unique culture. That’s why we design trust structures that go beyond financial strategy to build a legacy with meaning, purpose, and heart..

Our Approach

The TrustUp Methodology

Our proprietary five-phase methodology ensures that every trust solution we create is both technically sound and perfectly aligned with your unique objectives. This systematic approach has been refined through years of experience serving sophisticated clients with complex needs.

1

Discovery & Assessment

We begin with a comprehensive exploration of your financial situation, family dynamics, concerns, and aspirations. This phase includes detailed asset analysis, risk assessment, and clarification of your short and long-term objectives.

  • Comprehensive Financial Inventory
  • Risk Profile Assessment
  • Family Dynamics Evaluation
  • Goals and Values Clarification
2

Strategy Development

Based on the discovery findings, we design a customized trust strategy that addresses your specific needs. This phase involves evaluating multiple structural options and selecting the optimal combination of trust types and provisions.

  • Customized Trust Architecture
  • Tax Optimization Planning
  • Asset protection strategy
  • Distribution Framework Design
3

Implementation

Once the strategy is approved, we coordinate the creation and funding of your trust structures. Working alongside your trusted advisors, we ensure all documents accurately reflect the intended strategy and all assets are properly transferred.

  • Document Preparation Coordination
  • Asset Transfer Guidance
  • Entity Formation (if needed)
  • Funding Verification
4

Administration Support

We provide ongoing support to ensure your trust operates as intended. This includes trustee guidance, beneficiary education, and assistance with administrative requirements to maintain the trust's effectiveness.

  • Trustee Training and Support
  • Beneficiary Education
  • Administrative Guidance
  • Compliance Monitoring
5

Ongoing Optimization

We conduct regular reviews to ensure your trust structure remains optimal as laws, circumstances, and objectives evolve. This proactive approach allows for timely adjustments to maximize benefits and address emerging opportunities or challenges.

  • Annual Strategy Rreviews
  • Legislative Impact Analysis
  • Performance Evaluation
  • Strategic Adjustments

Why Choose TrustUp

What Sets Us Apart

Selecting the right partner for your trust planning is a significant decision. Here's why discerning families choose TrustUp for their wealth preservation needs:

Unmatched Expertise

Our team brings together specialists from multiple disciplines, providing a level of expertise rarely found under one roof. This collaborative approach ensures every aspect of your trust planning receives expert attention.

Truly Customized Solutions

Unlike firms that offer slightly modified templates, we design each trust structure from the ground up based on your specific situation, goals, and values. No two TrustUp solutions are identical.

Innovative Strategies

We continuously research and develop cutting-edge trust techniques that go beyond conventional approaches. Our clients benefit from strategies that maximize protection, flexibility, and tax efficiency.

Educational Approach

We believe in empowering clients through education. Our workshops, materials, and consultation process ensure you fully understand your trust structures and can make informed decisions.

Relationship-Focused

We limit our client base to ensure each family receives the attention they deserve. Our long-term approach means we're committed to supporting your trust strategy for years to come.

Proven Results

Our trust structures have successfully protected billions in assets through market downturns, legal challenges, and changing tax environments. Our track record speaks for itself.

Begin Your Trust Journey

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