Some important statistics to consider:

Updated: June 30th 2011
  • Trust accounts representing more than $16 billion in assets under administration.
  • More than 10 of our trusts have a value in excess of $100,000,000 each, and more than 50 of our trusts have a value in excess of $10,000,000 each.
  • Unlimited types of trust available under Delaware law.
  • We work with both traditional and non-traditional assets.
  • We work with more than ten of the 100 Wealthiest Americans per Forbes magazine 2010 list.
  • We work with four of the World's Top 100 Billionaires per Forbes magazine 2011 list.
  • Delaware Chancery Court is consistently rated as the #1 Court in the country by Chambers USA since the inception of its litigation surveys in 2002.
  • We have trusts created by several former chief executive officers of Fortune 500 companies and a charitable remainder trust created by the co-founder and chairman of a Fortune 200 company.
  • We have high client retention rates and referral rates due to the reputable quality of our services and the close relationships that we build with our clients and outside Advisers.
  • We are trustee for several of the wealthiest families in South America.