A will is an important document. It isn't the whole story.
For Randy Frisch, that realization was personal.
When his grandmother passed away, a bracelet she left behind carried more than monetary value. It carried a story, a connection and meaning that no estate document could fully capture.
Later, as Randy navigated another loss in his family, he saw firsthand how difficult it could be to piece together everything someone leaves behind. Accounts and documents could be found. What was harder to recover were the intentions, relationships and stories that gave those things meaning.
"The best advisors don't just know the wealth.
They know the family behind it." - Randy Frisch, Founder & CEO
That experience made Randy think differently about the role advisors already play in their clients’ lives.
Advisors can spend decades alongside a family. They know their clients’ goals, understand the decisions behind their wealth and are often there for some of life’s biggest transitions. But much of the family picture still sits outside that relationship.
Randy saw an opportunity for advisors to help clients capture that bigger picture while they’re still there to tell it.
That’s why he built Trusty.
Trusty brings a family’s assets, plans, people and wishes together with the context behind them. For advisors, it creates a natural way to deepen relationships beyond the portfolio, understand the people who matter to their clients and begin building relationships with the generations that come next.
