A WYOMING CHARTERED TRUST COMPANY

Wealth Management Services

New Digital Asset Platform (read more)

ABOUT US

Two Ocean Trust provides wealth management services to high net worth individuals, family offices, and advisers. We offer a full range of investment, trust and estate capabilities including the first fully regulated wealth management platform for digital assets.

Based in Jackson Hole and regulated by the Wyoming Division of Banking, Two Ocean Trust is uniquely positioned to provide access to Wyoming's low tax rates, favorable trust laws and unparalleled legal protections for digital asset investors.

OUR CAPABILITIES

DIGITAL ASSETS

Two Ocean Trust offers the first comprehensive digital asset wealth management platform for clients who have substantial digital assets or wish to safely begin investing in digital assets. Our services include regulated trust and estate management, custody, and trade execution for high net worth individuals, family offices, and advisers.

PRIVATE TRUST COMPANY

Two Ocean Services works closely with families to establish and administer private trust companies designed to meet families' goals while maximizing the benefits afforded in Wyoming. Our services include regulatory and situs compliance, including board meetings and minutes. We also offer Wyoming based board and committee members as well as trust officers, employees, and office space.

INVESTMENT SERVICES

Two Ocean Trust provides a full array of investment services for high net worth individuals, family offices, and advisers. These services include custody, trade execution, and separately managed accounts, as well as account and tax reporting delivered seamlessly across a wide range of asset classes, including digital assets.

WYOMING SITUS AND CUSTODY

As tax nexus for trust assets becomes increasingly important, we are uniquely qualified to provide Wyoming situs for trusts and custody for trust assets. Supervised by the Division of Banking, Two Ocean Trust operates as a chartered trust company and a qualified custodian under federal and state law. All employees, decision making, and administration are based entirely in Wyoming.

TRUST SERVICES

Two Ocean Trust has the experience and capability to 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, special assets, and digital assets.

PRIVATE CLIENT
SERVICE

Two Ocean Trust aims to become the leading provider of wealth management services across both traditional and digital asset markets. By continuously investing in our client service, technology and operations capabilities, we are committed to delivering industry leading service through our experienced senior officers and 24/7 account access through our online portal.

CONTACT US

  • Two Ocean Trust on LinkedIn
  • Two Ocean Trust on Twitter
INVESTMENT
SERVICES

Dustin Sventy

Chief Investment Officer

dustin@twoocean.com
(307) 200-8442

TRUST
SERVICES

Cassie Hoffman

Senior Trust Officer

cassie@twoocean.com
(307) 200-8439

OUR
LOCATION

36 E Broadway | 3rd Floor

PO Box 1114

Jackson, WY  83001

(307) 200-8430

© Copyright 2020.  Two Ocean Trust LLC.  All Rights Reserved.

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