Through its Delaware Trust Company, Tiedemann provides full corporate trustee and executor services. Tiedemann Trust Company is based in Delaware in order to allow our clients to establish trusts with Delaware situs and the associated advantages: investment and administrative flexibility, enhanced confidentiality, progressive and responsive legislative and court system, superior asset protection and state-level income tax minimization, among others. Also, Delaware permits trusts to continue in perpetuity, providing both U.S. and cross-border families with substantial opportunities to minimize estate, gift and generation-skipping taxes across generations. Tiedemann’s trust administration services include:

• Providing full corporate trustee and executor services with favorable Delaware situs
• Utilizing applicable trust laws to access non-traditional investments and enhance trust performance and/or income generation
• Creating or modifying trust instruments and/or administrative practices to meet current beneficiary needs within trust parameters
• Developing investment portfolios with appropriate liquidity and tax parameters, given trust structure
• Providing accurate and timely trust administration services, including beneficiary payments, statement mailings, tax/1099 mailings, transaction and holding reports, etc.
• Providing account-level and entity-level reporting and recordkeeping of all assets, transactions, and tax costs
• Providing pooled investment planning and structures for consolidated investing and greater economies of scale among families
• Providing document repository for all accounts and entities