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Trust & Wealth Planning
We help you create a thoughtful wealth plan that seeks to preserve your legacy, protect your life's achievements, and ease the transition to future generations.
Great wealth can take many years to build. Without planning, the wealth you have built can diminish in your lifetime, and may even be depleted for the generations that follow.
200 Years of Trust Heritage
With roots dating back to 1822, undefined Trust has a 200 year heritage of providing fiduciary services. As the first trust company in the US, and our international trust companies among the oldest in the industry, we seek to give you the peace of mind that comes from knowing the vision for your legacy will be realized.
Wealth Planning Solutions
Service
Trust Services
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Asset Management
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Succession
Service
Philanthropy
Expertise
Leadership
Meet Our Experts
Rob Laughlin leads our Trust & Wealth Planning team as Global Head, supported by regional leaders Elena M. Mortemore (Americas), Robert Stemmons (EMEA), and Michael Troth (APAC). Together, they bring decades of experience in helping protect and preserve wealth for generations.
Meet Our TeamThe undefined Insider
Catch up on the latest Money news, and get the inside scoop on our products and services.
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