Our Delaware directed trust services offer you the flexibility to separate investment management from administrative oversight. By naming us as your directed trustee, and appointing a separate investment advisor to manage your trust assets, you retain greater control over your wealth strategy—while relying on an experienced fiduciary to help protect and administer your trust with precision and care.
As your directed trustee, we manage the administrative responsibilities of your trust and serve as the primary point of contact for you and your beneficiaries. The Delaware directed trust structure gives you the flexibility to separately appoint an investment manager of your choice to oversee the trust's assets.
Our team in Wilmington, Delaware brings deep expertise in Delaware trust law and is actively engaged in the local estate planning community. With a nuanced understanding of complex trust structures and a commitment to long-term relationships, we help ensure your trust is administered efficiently today—and for generations to come.
Our role goes beyond administration—we’re your dedicated fiduciary partner. We focus on the long-term growth, preservation, and efficient transfer of your wealth, always with your best interests in mind.
Trust establishment & document review
Delaware-specific oversight
Tax management
Beneficiary distributions
Administration
Recordkeeping & reporting
Income & principal allocation
Stakeholder communication
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