About Us

We manage your trust impartially and without personal bias — a key factor in making discretionary decisions affecting our clients’ beneficiaries.

As fiduciaries, we are held to stringent legal and ethical standards in the management of trusts and estates.

Individual trustees are subject to the limitations of age and/or incapacity, while a corporate trustee can help ensure that our clients’ wishes are followed for the full duration of the trust.

Our main responsibility is to carry out the instructions written in the trust document such as managing assets to appropriate objectives and distributing income and principal to beneficiaries in accordance with the terms of the trust.

A Delaware Trust offers the least governmental interference and the highest degree of confidentiality of all states.

Shielding trust assets from creditors is a primary consideration in Delaware.

The Delaware Court of Chancery has a solid reputation for its well-reasoned decisions on trust law.

In Delaware, a grantor can retain or give to the trustee as much or as little control over investments as he or she desires.

Some states require that all interests must vest no later than 21 years after the end of a life (or lives) in being at the creation of the trust.

Delaware provides certain tax exemptions for trusts set up by nonresidents.