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
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.
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.
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.