Consulting


Pople Financial Consulting, Inc. provides consulting services with a focus in two areas:

Trust Industry Consulting

Our extensive experience in management, training, and consulting, all specifically related to the trust industry, provide our clients with a focused approach. We work exclusively with Trust Companies and Trust Divisions of Banks.

Our services include:

  • Staff training
  • Business modeling
  • Outsourcing strategies
  • Investment management strategies
  • Mock exams / audits
  • Director training

Trust and Estate Litigation Support

We possess a broad understanding of the laws and regulations which direct probate and trust administration. We recognize the critical requirement of adherence to the Fiduciary Standard of all trustees and personal representatives.

Our services include:

  • Consulting expert
  • Expert witness testimony