11th Annual Lido Consulting Family Office Investment Symposium

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at the 11th Annual Lido Consulting Family Office Investment Symposium, being held at the Loews Hotel in Santa Monica, California...

2016 Annual Newsletter-Commonwealth Trust Company

Check out the Featured Article on International Developments Affecting Delaware Trusts, as well as the Special interests articles, The Directed Trustee is the Perfect Family Office Partner and New Delaware Legislation is Making Noise in the World of Quiet Trusts all...

The Tenth Annual DE Trust Conference

Last month, over fifty of the nation's top trust, legal and wealth management experts provided the latest information and opinions regarding Delaware trusts at the Tenth Annual Delaware Trust Conference. The conference exceeded expectations with more than 350+...

Fox Fall Forum October 21-23, Chicago, IL

The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular event brings together family office executives, family members, and leading advisors serving the ultra-wealthy community to discuss topics that are critical to...

Foundations of Delaware Trusts

A new series of educational programs was recently offered by the Delaware Bankers Association Financial Education Alliance known as the Foundations of Delaware Trusts. Our President, Cindy Brown, Our Vice President of Legal Affairs, Matt Rosin, as well as our Vice...