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OUR SERVICES
.
Our diverse services and areas of expertise are designed to fit your individual needs
Core Trustee Services
• Trustee for revocable and irrevocable trusts
• Administration of dynasty trusts (perpetual duration)
• Directed and discretionary trust
management
• Grantor and non-grantor trust administration
• Life insurance trusts (ILITs)
Cross-Border & International Services
• Trust administration for non-U.S. families
and US families
• Trust redomiciliation to Wyoming
• Coordination with international advisors for
tax and legal compliance
• Multijurisdictional trust structuring
Specialized Trusts
• Special needs trusts
• Charitable trusts
• Pre-immigration trusts
Asset Protection & Compliance
• Strong asset protection under Wyoming law
• Fiduciary reporting and compliance
• Coordination with custodians and financial institutions
• Full KYC/AML procedures under state and federal law
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CONTUCT US
Phone:
+1 (307) 335-4125
om
1012 12th Street, Cody, WY 82414
Physical Address:
Mailling Address:
1108 14th Street, Box 114, Cody, Wyoming 82414
Privacy Policy
Socials:
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