As a corporate trustee, we want the advice teams we work with to feel unbound by administrative capacity. From closely held business interests to private credit and IP, we provide stewardship to support sophisticated planning techniques.
Our professionals come to us from the drafting, compliance, tax and portfolio management disciplines and are well-versed in the issues facing lead advisors. Leverage our expertise during the design phase to ensure a seamless implementation of your trust-centric strategies.
Dunham Private Trust serves advisors seeking access to leading multi-generational, asset protection and liquidity event planning jurisdictions. We have offices in both Nevada and Wyoming as well as Colorado and provide access to a network of tax, legal professionals across these markets.