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.
- Crisis management
- Mergers & acquisitions
- Litigation support
Specific services include:
- Charter applications
- Risk assessments
- Organizational and operational
- Product development
- Interim and extended on-site crisis management
- Compliance reviews
- Vendor product and service evaluations
- Investment management platform design
- Fee enhancements
- Marketing strategies
conducts feasibility studies to evaluate merits of forming trust departments and trust companies. Studies are conducted
in two parts: "Quick & Dirty" and comprehensive.
"Quick and Dirty" studies provide essential decision-critical information without supporting documentation.
Comprehensive reports provide greater depth and breath of information needed to render informed decisions coupled with
supporting documentation to justify conclusions.
& Dirty" Studies--Analysis includes an evaluation of:
- Operating costs
- Capitalization requirements
- Market demand
- Regulatory environment
- Alternative options
2. Comprehensive Studies--Comprehensive studies represent definitive reports addressing decision-critical
issues as outlined above and includes observations and perspectives on:
- Profitability timelines
- Distribution channels
- Business lines
& organizational structures
- Systems, processes and controls
- Staff requirements
- Vendor evaluations
FiPar assists organizations in preparing charter applications, including
preparation of business plans and meeting with regulators.
Crisis Management & Support Services
FiPar offers both interim and extended on-site and remote crisis management and support services, including trouble-shooting,
fraud detection and defusing of highly-sensitive situations. Need for services can be prompted by discovery of
major regulatory irregularities and fiduciary liability issues.
FiPar offers extensive, hands-on services in reengineering smaller
community trust departments experiencing weak organizational and operational infrastructures, fiduciary exposure, non-compliance
matters, weak market demand, low fee structures and similar issues.
FiPar conducts assessments to evaluate conditions and success opportunities of trust organizations based on fiduciary
and business risks. Evaluations can include an analysis of organizational and operational structure, compliance,
risk management, markets, competition, industry trends, vision and corporate culture as well as systems, processes and controls.
offers customized marketing strategies to position banks and other trust providers to optimize their success opportunities.
This is accompished through a combination of innovative, cost-efficient investment programs to customized business
development techniques designed to capitalize on market differentiation.