Costs and Fees : W.I.L. vs. the Competition

* Fees and costs comparison based on the following:

(a) Competition: The listed initial cost is based on a $2500 set-up fee – a price that one might expect to pay when utilizing a reputable wholesale/direct offshore trust provider. This would not represent the lower prices of a trust-mill that might merely sell you a “do-it-yourself” piece of paper with no follow up service, nor would it represent the much more costly, but more personalized services of a trust attorney. Such outfits often charge annual trustee fees in the range of 1% of the total assets held, with typical annual minimums running in the $2000 range. A worthwhile trust attorney would normally charge much more.

(b) Wealth International, Ltd.: Based on $950 set-up cost and $150 annual trustee fee.

A more extended discussion of comparative costs may be found on this page.