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FiPar Trust Solutions
"Put not your trust in money; but, put your money in trust"
-- Oliver Wendell Holmes
FiPar hopes that your visit to our website will help you
gain valuable insight into strategic initiatives and industry-specific skills that can be employed by our team of seasoned trust and investment professionals to ensure that your organization optimizes its potential to effectively compete in today’s dynamic financial services marketplace.
Bob
Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP
Founder, Chairman & CEO
Not only can we spell "fiduciary" -- we understand what it means (sm)
Welcome to FiPar!
FiPar Financial, Inc., a San Antonio-based business with a national service scope, serves as an institutional and individual trust consulting firm focused on assisting banks, trust companies, private trustees and other financial services organizations optimize trust capabilities by integrating visionary ideas, strategic initiatives and specialized skills in order to achieve superior business performance and gain competitive advantage.
Policy Manuals to Ponzi Schemes!
Time-tested and ready-to-roll!
Anytime! Anywhere!
We're masters at putting out fires in
Trust Departments!
...and rebuilding 'em...
...reclaiming grandeur and prestige!
FiPar's Team
FiPar offers an array of enriched and robust trust solutions to enable financial services organizations to “Expand Perspectives to Realize Capabilities”(sm)!
FiPar's seasoned trust and investment professionals with their broad-based intellectual resources and in-depth industry-specific skills offer diverse perspectives, visionary concepts, management tools, problem-solving techniques and creative solutions.
By aligning and integrating our intellectual resources, FiPar creates the differentiating advantage that supports our clients in attaining their corporate objectives.
Through strategic alliances with select financial services companies and independent trust consultants located throughout the country, FiPar is prepared to meet extreme challenges.
Highly skilled, seasoned trust and investment professionals deliver critical, time-sensitive trust services to ensure proper management, administration, investments, marketing and operations.
Bob Fletcher
Founder, Chairman & CEO
Institutional Trust Consultant
San Antonio, Texas
Randy Bond
Executive Vice President, Chief Growth Officer & Head of Trust & Wealth Management Consulting
Houston, Texas
Dave Coffaro
Institutional Trust Consultant
Orange County, California
Mick Trusty
Trust Defense Expert Witness
Sulphur Springs, Texas
James Henderson
Trust Investment Management Consultant
Houston, Texas
Steve Borst
Wealth Technology Consultant
Dataw Island, South Carolina
Leadership Council
FiPar's visionary-approach, creative-thinking, diverse perspectives and solutions-driven culture is projected outwardly to industry peers in the form of our brand and supported by complementary intellectual resources and industry-specific skills, including those of our highly-acclaimed Leadership Council members.
Our Council members serve to offer their reasoned advice, guidance and influence to help FiPar fulfill its mission and attain its goals.
Meaning, they help us help you!
TO BE ANNOUNCED
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FiPar Trust Solutions
Trust & Wealth Management Consulting
Consistent with its objective to enhance its clients' business performance, FiPar focuses on developing best-practice procedures to effectively manage fiduciary risks, accelerate revenue growth, control costs, expand markets and ensure service excellence.
Strategies initiated to achieve these objectives include developing and implementing systems, processes and controls that result in defined but flexible parameters coupled with tight controls to promote standardization and uniformity.
Solutions include:
Feasibility Studies
Bank Trust License Applications
Independent Trust Company Charters
Risk Assessments
Restructuring / Turnarounds
Marketing & Sales / Sales Training
Fraud Detection & Resolution
Mergers & Acquisitions
Divestitures
Litigation Analysis
Expert Witness Defense
Succession Planning
Crisis Management
(On-Site Interim Management)
Investment Organization & Reviews Administrative Support
Operational Support
Systems Evaluations & Conversions
Compliance (Pre/On-Going/Post Exam)
Vendor Product Evaluations
Fee Assessment & Enhancement
Alternative Trust Solutions
Private Trust Model--"Private Trust Model" represents a new program to promote the advancement and professionalization of "Independent Private Trustees" with development of our cutting-edge, alternative "Private Trust Model" built for non- trust financial intermediaries to succeed and prosper in the trust industry without the expense, risk and regulatory burdens commonly associated with chartering and operating an independent trust company.
Private RIA Trust
Private RIA Trust
Private CPA Trust
Private Attorney Trust
Private Financial Planner Trust
Private Brokerage Trust
Private Insurance Trust
Private Family Office Trust
Private Label Bank Trust
Private Family Trust Company Charters
Private Labeled-Private Family Trust Company
Private Label Trust (Regulatory-Compliant Model)