Welon Fiduciary Services

--A division of Counsel Trust--

You've relied on Welon Partners to manage your wealth, now let us help you protect it.

01.

PERSONAL TOUCH

Creating and funding a trust is an intimate decision: the management and administration should be as well.To ensure your wishes are carried out, we take the time to understand you, your family, and any complex dynamics that may be at play. We invite you to our Montgomery, AL office (in-person, or virtually) to meet our team so we may mutually decide if we are a good fit.You, and ultimately your beneficiaries, will work with a small, dedicated team that not only understands the legal documents, but also the intentions behind them.

02.

A DEEP BENCH

The team at Welon Fiduciary Services has over 75 years of combined experience creating, administering, and managing trusts.As a division of an independent trust company, we also have the backing of a top-tier organization that has over $2.5B in trust assets under administration.All of our expertise and resources are at your disposal so you can rest assured that your wishes will be carried out and your beneficiaries will be cared for.

03.

THE TENNESSEE DIFFERENCE

We serve as the Alabama division of a Tennessee-chartered trust company. While your trust can be domiciled elsewhere, Tennesee offers a number of advantages over other states:

  • Tax friendly

  • Superior asset protection

  • Flexible investment policies

  • Progressive trust laws

Let's Meet

SCHEDULE A CALL

Whether you want to discuss the benefits of creating a new trust or simply change corporate trustees, we'd love to hear from you.Fill out the form below and our team will follow-up with you to schedule a call.

© Welon Services, LLC. All rights reserved.
Welon Services, LLC, doing business as "Welon Fiduciary Services, a Division of Counsel Trust" is an Alabama entity offering trust services through Counsel Trust Company.

DISCLAIMER

Welon Services, DBA "Welon Fiduciary Services, a Division of Counsel Trust" is an independently owned Alabama registered LLC that offers trust services through Counsel Trust Company (CTC) a Tennessee-chartered trust company. Welon Services, LLC shares common ownership with Welon, LLC, DBA Welon Partners, an Alabama registered investment advisor. Welon Services receives compensation for the referral of trust business to Counsel Trust Company and those assets may be managed by Welon Partners.The material provided in this site is for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy nor recommend any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.