SOLUTIONS
For over two centuries, individuals and families have trusted us for fiduciary services, trust and estate planning and professional trustee services.
With deep expertise in trust administration services and estate planning, you can rely on our dedicated financial professionals for comprehensive trust solutions, including consultation, implementation and administration. Our team of fiduciary specialists and wealth strategists ensure your estate is structured to maximize value while minimizing burdens on family and heirs.
We offer robust fiduciary services for both domestic and multijurisdictional families and are well-versed in aligning your trust’s purpose with the intricacies of personal trust laws.
Even if you’re not a Delaware resident, its fiduciary trust laws offer significant advantages to non-residents. For example, Delaware does not tax accumulated income and capital gains in trusts with non-resident beneficiaries. To help protect and grow your assets, Delaware offers a wide array of options including Dynasty Trusts, Directed Trusts and Asset Protection Trusts.
Managing an estate can be complex. We have the necessary expertise to help ensure a seamless transition of assets. Our estate settlement services specialists can assist with distribution, tax preparation, investment and liquidity management, along with custody and valuation.
As our nation’s first professional trustee, we have over 200 years of expertise in estate planning and trust administration services. Our fiduciary specialists help families structure their family trusts to ensure seamless wealth transitions, while minimizing conflicts of interest.
Estate planning is more than just managing assets – it’s about securing your family’s future for generations to come. With extensive knowledge of Dynasty Trusts, Grantor Retained Annuity Trusts (GRATs), Generation Skipping Trusts (GST), Marital Trusts and other tax-efficient wealth transfer strategies, our team will help craft a plan that aligns with your unique vision.
A proven track record backed by a heritage of excellence.
As of 6/30/25
Based on BNY Wealth's 2023 Client Satisfaction Survey
Longest tenured family client
Those who have never been married, divorced or widowed face unique challenges when it comes to estate planning, tax transfer strategies and end-of-life decisions. Therefore, solo planning is not only a strategic necessity, but it’s an opportunity to craft a legacy that reflects personal values, philanthropic goals and long-term financial security.
Amidst a flood of news and commentary about expiring tax laws, potential tariffs and changing economic policy, it can be challenging to determine what to focus on and what, if any, steps to take to update your wealth plan and portfolio. Our latest thought leadership can help you gain the insights you need to make informed decisions in the months ahead.
With the One Big Beautiful Bill Act (OBBBA) recently signed into law, a host of tax changes are set to go into effect, impacting high net worth individuals and the wealth plans they have in place.
Those who have never been married, divorced or widowed face unique challenges when it comes to estate planning, tax transfer strategies and end-of-life decisions. Therefore, solo planning is not only a strategic necessity, but it’s an opportunity to craft a legacy that reflects personal values, philanthropic goals and long-term financial security.
When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important considerations. Over the past several years, income tax reductions in the form of credits and deductions as well as reduced tax rates included in legislation have increased the value of businesses.
A family trust is an arrangement that allows a trustee to hold and manage assets for the benefit of the trust creator’s family members, referred to as the designated beneficiaries. It is a powerful estate planning tool, which helps to transfer assets across generations, and potentially protects assets from creditors and legal claims.
A trust is a legal entity that holds and manages assets for beneficiaries according to specific terms outlined by a grantor, whereas an estate is managed through probate and comprises all liabilities a person leaves behind at death and all assets distributed according to their last will and testament.
A dynasty trust is designed to transfer wealth across multiple generations without incurring estate, gift, or generation skipping transfer taxes at each generational level. In this arrangement, a trustee has discretion over when beneficiaries receive distributions, which aids in preserving family assets and may provide asset protection.
Ready to secure your legacy with expert trust and estate planning?
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