Generational Wealth Management
ABOUT US
Two Ocean Trust partners with families to manage multi-generational wealth. We deliver customized investment and trust solutions to ultra-high-net-worth individuals, family offices, and foundations.
As a privately owned partnership, independent of other financial institutions, we serve a select number of important relationships, ensuring alignment with our clients’ long-term goals.
Based in Jackson Hole, we offer unique access to Wyoming’s tax advantages, modern trust laws, and enhanced privacy protections—helping our clients preserve and grow wealth across generations. To have a member of our team speak with you directly about our services, click here.
OUR CAPABILITIES
PRIVATE TRUST COMPANIES
We specialize in the administration of private trust companies which cater to the needs of ultra high net worth families. PTCs combine family ownership and involvement with the governance and compliance of our professional fiduciaries.
TRUST SERVICES
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.
INVESTMENT MANAGEMENT
We tailor investment strategies for private clients with multi-generational wealth. Our approach emphasizes consistent long-term growth, while managing risk through active asset allocation across a wide range of asset classes.
DIGITAL ASSETS
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.
