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Corporate Trustee Services
Create a corporate trust guided by Wyoming's advantageous trust laws.
Bank of Jackson Hole Trust offers professional corporate trustee services tailored to your needs, including discretionary, directed, and delegated trusts. Wyoming’s trust laws give you unparalleled flexibility to manage your estate planning and legacy goals.
With Bank of Jackson Hole Trust, a subsidiary of National Bank Holdings Corporation, you have access to Wyoming's tax, and trust perpetuity laws, which are some of the most favorable in the nation.
Trust & Estate Administration
This is an ideal option if you want a simple way to manage your trust and underlying investments together. As a bank and a fiduciary, we offer trust administration services designed to meet your evolving needs.
Our team is ready to provide guidance that fits your vision, and we can recommend specialists for other investments, funds, and insurance as needed.
A directed trust allows you to designate specialists for specific tasks, like investment management, distributions, and administration. Bank of Jackson Hole Trust will follow instructions from your chosen advisors or committee to manage your trust. Acting as an administrative trustee, we work according to their direction, allowing you to keep your existing advisors while benefiting from Wyoming’s favorable trust laws.
In a delegated trust, Bank of Jackson Hole Trust manages everything, including choosing an investment advisor and making decisions about distributions and administration. We act as a fiduciary trustee with a deep understanding of Wyoming’s advantageous trust laws.
This option is often used for older trusts without specifically defined roles. We carefully check and evaluate the performance of the chosen advisor, ensuring investments meet the trust’s terms and industry standards. Our approach ensures that all distribution decisions align with your goals.
Trust Services
We can provide you the ability to take advantage of the benefits of creating your Trust in numerous states, including Utah, Idaho, New Mexico, Texas, and Wyoming, which has some of the most favorable tax, trust perpetuity and privacy laws in the nation.
Do you have a trusted investment advisor?
We can work solely as an administrative trustee in a Directed Trust, allowing your advisor to guide investment decisions while retaining the benefits of Wyoming’s trust laws.
Are you looking for both an investment advisor & trustee services?
Our Discretionary and Delegated Trusts offer a complete solution, combining sound management, trust administration, and investment decisions. Our experienced advisors will work closely with you to create an investment plan that meets your family’s needs.
Does your trust document not separate duties?
We can help you explore options for older trusts that lack clearly defined roles, such as modifying the trust or using a Non-Judicial Settlement Agreement (NJSA), to adapt to your current needs. We can help you utilize Wyoming’s flexible laws to update your trust.
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Meet the Team
Meet our team of experienced professionals.
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Why Wyoming
A state of financial opportunity.
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Request a Consultation
Get in touch and get started today.