We specialize in the administration of private trust companies which cater to the special needs of ultra high net worth families. PTCs combine family ownership and involvement with the governance and compliance of our professional fiduciaries.

We serve in a variety of fiduciary roles including directed trustee, discretionary trustee, co-trustee, trust advisor, or trust protector. We serve as trustee for both domestic and international trusts, including trusts that contain complex structures or special assets.

We manage investment strategies specifically designed for private clients whose assets are multi-generational. Our focus is on achieving consistent long-term growth while managing risk through active asset allocation across a broad range of asset classes.

Thanks to Wyoming's clear legal and regulatory framework, we are the first US financial institution to offer comprehensive generational wealth management for clients who have substantial digital assets or wish to safely begin investing in digital assets.