A WYOMING CHARTERED TRUST COMPANY

Wealth Management Services

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 comprehensive wealth management platform to seamlessly bridge traditional and 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 privacy and legal protections.

OUR CAPABILITIES

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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.

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DIGITAL ASSETS

PLATFORM

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 trust and estate management, qualified custody, and trade execution for high net worth individuals, family offices, and advisers.

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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 or special 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.

PRIVATE TRUST COMPANY

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

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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The information on this website is for informational purposes only.  Two Ocean Trust LLC seeks to make this site as accurate as possible and any information or opinions contained herein have been produced or reproduced by Two Ocean Trust LLC based on information obtained from sources believed to be reliable, but which has not in all cases been independently verified.  Two Ocean Trust LLC, and its members, managers, officers, affiliates, employees, and the like, make no guarantees, representations, or warranties as to the accuracy and completeness of the information contained herein.  Two Ocean Trust LLC is not providing any tax or legal advice herein, and any person seeking such advice should confer with their own independent tax and legal counsel.

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Unless specifically stated otherwise, nothing on this website constitutes an offer to purchase or sell any security or investment product, nor does it constitute professional advice.  For the avoidance of doubt, any product and service mentioned in this website are not offered to any person or entity in any jurisdiction or country where the advertisement, offer, solicitation, provision, or sale of such product and service is restricted or prohibited by law or regulation, or where Two Ocean Trust LLC or any of its affiliates would be subject to any regulation or licensing requirement.

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References on the site to any names, marks, products or services of third parties or hypertext links to third party sites or information do not constitute or imply an endorsement, sponsorship, or recommendation of the third party, information, product or service by Two Ocean Trust LLC.  Neither Two Ocean Trust LLC nor any of its affiliates endorse or make any warranties or representations about any site you may access through the site.  Any links to other sites are provided for convenience only.  If you access any third-party web site through the site or otherwise, you do so at your own risk.

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Two Ocean Trust LLC, and the logos and marks included on the Two Ocean Trust LLC site that identify Two Ocean Trust LLC services and products are proprietary materials.  The use of such terms and logos and marks without the express written consent of Two Ocean Trust LLC is strictly prohibited.  Copyright in the pages and in the screens of the site, and in the information and material therein, is proprietary material owned by Two Ocean Trust LLC unless otherwise indicated.  The unauthorized use of any material on the Two Ocean Trust LLC website may violate numerous statutes, regulations and laws, including, but not limited to, copyright, trademark, trade secret or patent laws.