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 Wyoming trustee for both domestic and international trusts, including trusts that contain complex structures or special assets.

We manage investment strategies specifically designed for multi-generation and foundation assets. Our focus is to maximize long term risk-adjusted returns by providing access to best-in-class managers across a wide 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.