Why Choose Us?
If you’re an investment professional, we can provide the comprehensive services your clients need to fulfill their objectives and achieve wealth management success.
Why Wyoming Trust Company
Choice of Trustee
What are the advantages of choosing a private trust company?
As a private trust company, we function as an independent and impartial third party to address the disparate needs and interests of families. We’re regulated by the Wyoming Banking Commission, and our approach ensures:
- Objective execution of trust provisions
- Regular correspondence & communication with client’s beneficiaries and advisors
- Protection of the status of exemption/family trusts
- An ability to coordinate professional resources to address complex trust issues
- Mediation of conflicts that may arise to minimize family friction
Jurisdiction of Choice
How is Wyoming a trust-friendly jurisdiction?
How do we work in accordance with the terms of a directed trust?
Unlike other trust companies, we do not provide brokerage services or actively invest your client’s money in our own predetermined funds. Rather, we help each client achieve their financial goals and fulfill flexible, results-driven investment strategies. We adhere to fiduciary standards and work with each client’s chosen financial advisor and estate planning professionals to help them invest, protect their assets, and accumulate more wealth.
We charge for our trust administrative services and we work in accordance with the terms of a directed trust. This charge is not based on the buying or selling of securities or other assets. We respect the existing relationships between clients and their financial advisors, brokers, CPAs, lawyers, or other estate planners. Your client’s investments are not lumped into a group or a type of investment chosen by an account manager that has no relationship with you or the Trustmaker. Asset allocation is determined by the Trustmaker’s trusted advisors.
Wyoming Trust Company is paid pursuant to a written fee agreement and does not receive hidden commissions or brokerage fees from brokers or asset managers generated by securities trading or asset sales.
Private Family Trust Company
What is our approach to private family trusts?
Wyoming Trust Company provides a tailored scope of services to assist PFTC in its operations – whether regulated or lightly regulated under Wyoming law. PFTC clients select the level of assistance it needs, which can include:
- Establishing the Private Single Family Trust Company
- Foundational Services for Single Family Trust Company
- Assist in Developing Trust Company Policies/Procedure
- Trust Administration Agent
- Accounting for Trusts
Asset Protection Trusts
How can we protect your client’s assets? What is the “cowboy cocktail”?
There are additional ways you can safeguard your assets. At Wyoming Trust Company, we administer a “cowboy cocktail”, which adds an extra layer of protection to your client’s assets by pairing their trust with a limited liability company in Wyoming.
What types of special assets do we handle?
Wyoming Trust Company provides professional management of all asset types, including:
- Closely held LLCs, corporations, & partnerships
- Residential real estate
- Commercial real estate
- Vacant land, ranch & farm assets
- Oil, gas, & mineral property
- Loan & note assets
- Art & collectibles
- Marketable securities
- Copyrights & royalties