$20M+ invested in innovation and R&D

Where innovation meets 4x growth

A platform designed to adapt, evolve, and empower businesses of every shape and size.

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4.6 Rate by 16,000+ Reviews
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We deliver Innovation that drives results

With years of expertise, we craft solutions that drive growth, simplify challenges, and create lasting impact.

95%

Customer satisfaction built on trust and results

15+

Industries empowered with tailored solutions

$25M+

Business value generated through strategic insights

Everything you need to get started

Simple, scalable, and ready for any industry. Our platform helps you launch faster, operate smarter, and grow without barriers.

Seamless setup

Go live in minutes with an intuitive process that works across devices and platforms.

Flexible framework

Adapt workflows, tools, and integrations to fit your business model without extra complexity.

Trusted performance

Engineered for reliability — designed to handle scale, security, and everyday operations.

Connected ecosystem

Integrate with tools you already use and keep everything in sync, from data to customers.

Scalable solutions

Built to grow with you, from startups to enterprise-level operations.

Real-time insights

Track performance with analytics that help you make smarter, faster decisions.

Explore what we do best

Explore solutions for help your business scale smarter, operate efficiently, and stay ahead of change.

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Growth Enablement

Tailored programs that optimize performance, enhance customer experience, and accelerate measurable outcomes.

Performance optimization
Revenue acceleration
Customer experience design
Scalable transformation
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Strategy

Practical frameworks and expert insights to guide your business through complex challenges and unlock long-term growth.

Business mapping
Market positioning
Operational strategy
Risk & resilience planning
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Technology

Cutting-edge solutions built to integrate seamlessly, streamline workflows, and power innovation across industries.

Custom development
System integration
Cloud solutions
Data & analytics
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Advisory

Dedicated guidance that helps you make smarter decisions, reduce risk, and capture new opportunities.

Business consulting
Risk management
Financial advisory
Market strategy
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Support

Reliable ongoing support to ensure smooth operations, faster resolutions, and continuous improvement.

Technical assistance
Customer success
Maintenance & monitoring
Knowledge resources
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Trust Types We Serve

We work across a range of trust structures, bringing the same independence and care to each one.

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Revocable Living Trust

A revocable living trust is created during the grantor's lifetime and can be modified or revoked at any time. Upon the grantor's death or incapacitation, it becomes irrevocable and the successor trustee steps in to manage and distribute assets according to the trust's terms. Professional trustee oversight ensures continuity and proper administration during what is often a difficult transition.

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Irrevocable Trust

Once established, an irrevocable trust generally cannot be modified without court approval or beneficiary consent. Assets transferred into the trust are removed from the grantor's taxable estate, offering potential tax and asset protection benefits. Independent trustee oversight is critical here. The trustee must administer the trust strictly according to its terms, with no room for personal discretion or conflict.

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Special Needs Trust (SNT)

A special needs trust is designed to provide for a beneficiary with a disability without disqualifying them from means-tested government benefits such as SSI or Medicaid. Administration requires careful coordination with disability law attorneys and benefit planners to ensure every distribution decision preserves the beneficiary's eligibility. This is one of the most detail-sensitive trust structures and one where professional, independent oversight is not optional.

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Successor Trustee

When the original trustee, whether an individual or institution, is no longer able or willing to serve, a successor trustee steps in to continue administration. Bastion can serve as a named successor trustee from the outset or step into an existing trust mid-administration, providing continuity without disruption to beneficiaries or ongoing trust operations.

Flexible pricing that scales with you

Choose a plan that fits your needs — from early stage startups to growing enterprises.

Basic
$15/mo

The essential toolkit for small teams and new businesses.

Unlimited automation
Basic integrations
Advanced analytics
Custom workflows
Real-time notifications
Dedicated support
Multi-platform accessibility
Start for free
Most Popular
Growth
$30/mo

Advanced tools to help scaling businesses move faster.

Everything in Basic
Premium integrations
AI-powered efficiency
Custom reporting
Collaboration tools
Analytics dashboard
Mobile accessibility
Dedicated support
Get started
Enterprise
Custom

Custom solutions for large teams and complex operations.

Everything in Growth
Dedicated account manage
Advanced security controls
API access & custom Solution
Real-time analytics reporting
24/7 customer support
Integration with third-party tools
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TRUSTED BY 1,00,000+ CUSTOMERS AROUND WORLDS

What our clients say

Trusted by teams and businesses worldwide, here’s what people love about working with us.

“The platform streamlined our operations and gave us insights we never had before. It completely changed how our team works.”

“Their solutions gave us the clarity we needed to grow faster. The process was simple, transparent, and highly effective.”

“A seamless blend of strategy and execution. The team went above and beyond to deliver measurable results.”

“Every interaction felt collaborative. They understood our challenges and turned them into real opportunities.”

“They helped us scale without complexity. Our workflows are now faster, simpler, and more reliable.”

“The platform streamlined our operations and gave us insights we never had before. It completely changed how our team works.”

“Their solutions gave us the clarity we needed to grow faster. The process was simple, transparent, and highly effective.”

“A seamless blend of strategy and execution. The team went above and beyond to deliver measurable results.”

“Every interaction felt collaborative. They understood our challenges and turned them into real opportunities.”

“They helped us scale without complexity. Our workflows are now faster, simpler, and more reliable.”

“They helped us scale without complexity. Our workflows are now faster, simpler, and more reliable.”

“Every interaction felt collaborative. They understood our challenges and turned them into real opportunities.”

“A seamless blend of strategy and execution. The team went above and beyond to deliver measurable results.”

“Their solutions gave us the clarity we needed to grow faster. The process was simple, transparent, and highly effective.”

“The platform streamlined our operations and gave us insights we never had before. It completely changed how our team works.”

“They helped us scale without complexity. Our workflows are now faster, simpler, and more reliable.”

“Every interaction felt collaborative. They understood our challenges and turned them into real opportunities.”

“A seamless blend of strategy and execution. The team went above and beyond to deliver measurable results.”

“Their solutions gave us the clarity we needed to grow faster. The process was simple, transparent, and highly effective.”

“The platform streamlined our operations and gave us insights we never had before. It completely changed how our team works.”

Frequently asked questions

Answers to what families and companies typically ask before we talk.

What types of trusts do you serve?

Revocable and irrevocable trusts, special needs trusts (SNTs), successor trustee arrangements, and trusts requiring court accountings. If you're unsure whether your situation qualifies, an intro call is the right first step.

Who typically engages a professional fiduciary?

Families with $500K–$10M in trust assets who want an independent, professional trustee, often when family dynamics, geography, or complexity make a family member trustee impractical.

Do you work with our existing attorneys and advisors?

Yes and we prefer it. We coordinate directly with your estate planning attorney, CPA, and financial advisor so nothing falls through the cracks.

How does billing work for trustee engagements?

Trustee engagements are structured as monthly retainers based on a minimum floor of hours, scaled to the complexity of your trust. This keeps oversight consistent and costs predictable with no surprises, no AUM-based fees, ever. We'll walk you through the right tier during your intro call.

For director services, what industries do you work with?

We serve companies in real estate, financial services, fintech, technology, video gaming, consumer goods, and alcohol brands, particularly those navigating start-up considerations, capital raises, M&A, or regulatory complexity.

What does an independent director actually do?

An independent director provides objective governance oversight, participates in board meetings, reviews financial and operational matters, and serves as an accountable, experienced voice in key decisions, without the conflicts of an insider.

What types of engagements do you take on?

We serve on boards for private companies, serve as lead independent director, and take on project-based governance roles tied to specific transactions or compliance needs. If you need fractional support we can offer that through our sister company, Bastion Advisory Services (www.bastionasg.com).

What's your background in corporate governance?

David brings 20+ years as a CFO, COO, and CIO across FINRA-regulated broker-dealers, venture-backed companies, and fintech firms with direct experience in operations, capital raising, M&A, and regulatory oversight. He has also served on two nonprofit boards, adding a broader perspective on fiduciary responsibility and mission-driven governance.

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4.6 Rate by 16,000+ Reviews

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