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Commonwealth Trust Company
Trust us with your Family Legacy.®
Serving some of the wealthiest clients in the world, Commonwealth Trust Company is an independent family-owned boutique trust company with over 90 years in the business of providing trustee solutions. What sets us apart from all other trust companies is our specific focus on trust administration and not investment decisions, allowing for a singular, dedicated focus for our clients, many of whom run Fortune 500 enterprises. We are a local, privately owned non-depository trust company.
Serving some of the wealthiest clients in the world, Commonwealth Trust Company is an independent family-owned boutique trust company with over 90 years in the business of providing trustee solutions. What sets us apart from all other trust companies is our specific focus on trust administration and not investment decisions, allowing for a singular, dedicated focus for our clients, many of whom run Fortune 500 enterprises. We are a local, privately owned non-depository trust company.
Purpose
Commonwealth provides unparalleled Delaware directed trustee services as a highly specialized and responsive member of a client's team of trust and estate planning advisors; acting as a resource to the advisor, the client and their family.
Vision
Our more than 90 years of history in Delaware have uniquely positioned us to best serve the needs of our clients as their loyal partner while staying up to date on the latest developments in the trust industry. Every family is unique, so Commonwealth takes a personal approach to trust administration.
Our commitment to deliver client-focused administrative services allows the other fiduciaries serving the client to do what they do best, resulting in a superior experience for our mutual clients. We make it a priority to have only the most qualified attorneys, accountants, and trust administrators on staff.
Our commitment to deliver client-focused administrative services allows the other fiduciaries serving the client to do what they do best, resulting in a superior experience for our mutual clients. We make it a priority to have only the most qualified attorneys, accountants, and trust administrators on staff.
Mission
Trust us with your Family Legacy.®
For more than 90 years Commonwealth Trust Company has been in the business of preserving family legacies.
For more than 90 years Commonwealth Trust Company has been in the business of preserving family legacies.
Additional Culture Details
Commonwealth has carefully selected a team of trust professionals whose skills and expertise combine to provide clients with high-quality, efficient and responsive services. Our atmosphere is collegial and welcoming.
THE COMMONWEALTH ADVANTAGE
We work with advisers and brokers from all over the world because of our independence, and we plan to keep it that way. Our company flourishes because of the high-quality services we provide with an independent and impartial attitude, not because of any particular alliance or joint venture with outside firms. Because of the closely-held ownership of our stock, Commonwealth Trust will remain independent, even in the ever-changing world of bank mega-mergers. At Commonwealth Trust, we look to complement, not to compete.
WHY COMMONWEALTH
We have decades of experience dealing with trusts of all types that have international issues, tax issues, and family dynamic issues. We have proven to be a valuable team member in helping to address and resolve these issues for our clients. We are able to respond quickly and expertly to trust administration issues and can generally turn distribution requests around quickly, without the delays caused by cumbersome approval committee structures.
THE COMMONWEALTH ADVANTAGE
We work with advisers and brokers from all over the world because of our independence, and we plan to keep it that way. Our company flourishes because of the high-quality services we provide with an independent and impartial attitude, not because of any particular alliance or joint venture with outside firms. Because of the closely-held ownership of our stock, Commonwealth Trust will remain independent, even in the ever-changing world of bank mega-mergers. At Commonwealth Trust, we look to complement, not to compete.
WHY COMMONWEALTH
We have decades of experience dealing with trusts of all types that have international issues, tax issues, and family dynamic issues. We have proven to be a valuable team member in helping to address and resolve these issues for our clients. We are able to respond quickly and expertly to trust administration issues and can generally turn distribution requests around quickly, without the delays caused by cumbersome approval committee structures.
Values
- Professionalism
- Accuracy;
Urgency;
Ownership;
Respect;
Do the Right Thing!
Recent Awards
Company Snapshots
