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.
Directed trusts
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.
Flexibility in trust administration and management
An expert team in Delaware
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.
Comprehensive administrative support you can rely on
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.
The work we do as your administrative trustee
Trust establishment & document review
- Confirming your trust documents align with your intentions
- Ensuring assets are accurately and swiftly transferred into the trust
Delaware-specific oversight
- Maintaining your trust’s legal structure under Delaware law
- Preserving the protections and benefits that Delaware trusts provide
Tax management
- Preparing and filing federal and state income tax returns
- Collecting 1099 and K-1 forms
- Addressing inquiries from tax authorities
Beneficiary distributions
- Making distributions as directed by your distribution advisor, if one is named in your trust
- Making discretionary distribution decisions, if we are given responsibility for discretionary distribution, abiding by standards set forth in your trust document
- Recording all activity accurately and transparently in trust statements
Administration
- Holding of unique assets in Delaware LLCs or LPs
- Updating valuations for unique assets annually
Recordkeeping & reporting
- Maintaining comprehensive, up-to-date records
- Preserving ownership documents and property records
Income & principal allocation
- Determining proper classification of trust receipts and disbursements
- Supporting accurate and compliant trust reporting
Stakeholder communication
- Acting as a central point of contact
- Delivering statements and responding promptly to questions from beneficiaries and advisors
