Trust & Fiduciary Administration
We provide fiduciary services in Delaware, one of the most advantageous trust jurisdictions. Our attorneys, accountants, and fiduciary tax managers bring deep expertise in estate planning, trust administration, and tax coordination. They collaborate closely and actively with trusted external advisors to provide these services. Every family is served with rigor, responsiveness, and care.
Access to some of the world’s most progressive jurisdictions
With AlTi’s global footprint, our clients can benefit from progressive trust laws in Delaware, and other key jurisdictions outside the US. Our internal trust capabilities in innovative trust jurisdictions, and our network of partnerships with trust companies in all common trust jurisdictions, can provide clients substantial opportunities to optimize tax planning across estate, gift, inheritance and state income.
Complete service and close attention
Trusts can offer stability, the opportunity to protect wealth for multiple generations, and the ability to enforce strict provisions. We support these outcomes with a dynamic service that includes:
- Comprehensive trust and estate plan reviews
- Creation or modification of trust agreements
- Ability to serve as trustee
- Development of sophisticated investment portfolios
- Access to non-traditional and pooled investments
- Account-level and entity-level reporting and record keeping
- Reporting of outside assets