COMPLETE FIDUCIARY TRUST SERVICES


We offer you and your Clients expertise in fiduciary trust and administrative solutions to help your Clients create a legacy. We will support you with award-winning, best-in-class service and solutions as well as extensive knowledge of the advantages of Delaware and Nevada situs.

BMT staff members.

TRUST SOLUTIONS FOR EVERY NEED


Trust Options:

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ESTATE SETTLEMENT & TRUST ADMINISTRATION SERVICES


We support you and your Clients at each step of the way as they design and implement their estate planning strategies. Offering a wide array of estate settlement and trust administration services, Bryn Mawr Trust will work closely with you and your Clients’ accountants and attorneys to build solutions that fit the unique needs of the families you serve today as well as planning for the generations to come.

As executors of an estate, we will be responsible for:

SPECIAL NEEDS TRUST PLANNING


Special needs planning is important for creating lasting financial security for families caring for individuals with special needs. Costs of caring for a loved one with special needs can be extremely high, even for wealthy individuals, and sound planning can help stretch their assets to provide a lifetime of security. We offer extensive guidance for you and your Clients to ensure that those with special needs benefit from the most thoughtful life planning.

A mother and her daughter, who is in a wheelchair.

A CHOICE OF MODELS


Bryn Mawr Trust’s national charter allows us to work with financial advisors in most states. We offer Clients and financial advisors the option of three trust models: Traditional, Delegated or Directed Trusts.

Traditional Trusts

Our role in the traditional trust model includes:

  • Investment management and custody of trust assets
  • Administration of the trust
  • Estate planning

Delegated Trusts

Our role in the delegated trust model includes:

  • Selection and delegation of asset management to an investment advisor
  • Proactive monitoring of the advisor’s performance according to the requirements of the trust document, relevant law, and relative to industry standards

Directed Trusts

Our role in the directed trust model includes:

  • Following the direction of the investment advisor regarding decisions, investments & distributions
  • Following the provisions of the trust document and the direction of whomever the trust document appoints to direct the trustee’s actions

THE ADVANTAGE OF TRUSTS IN DELAWARE & NEVADA


The Bryn Mawr Trust Company of Delaware and The Delaware Advantage

Delaware is one of the most business- and tax-friendly states in the U.S. Incorporating a business or setting up a trust in Delaware provides individuals and their families unparalleled possibilities for preserving, protecting, and transferring assets.

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The Nevada Advantage

Nevada is long recognized as a favorable jurisdiction for the formation and maintenance of trusts, with many advantages.

Contact Bryn Mawr Trust to learn how we can help support your advisory business.