Working with Our Clients
CTC has more than $16 billion in assets under administration representing over 700 trusts. Our trust values range anywhere from under one million to over one billion. We service trusts created by more than ten of the 100 wealthiest Americans (Forbes 2009 list), and trusts for some of the wealthiest families. We also have trusts created by several former chief executives of Fortune 500 companies, and a $500,000,000 charitable remainder trust created by the co-founder and Chairman of a Fortune 200 Company.
We have no minimum requirements. Many of our clients own closely held businesses in trust and many of our trusts have international grantors, beneficiaries or assets. We are a state chartered, non-depository trust company which is located solely in Wilmington, Delaware and overseen by the Office of the State Bank Commissioner of Delaware. We have high client retention rates and referrals due to the reputable quality of our services and the close relationships that we build with our clients and their outside Advisers.
CTC focuses on administering each trust properly and professionally. Issues are approached from a team perspective in an attempt to reach the most economical and efficient outcome for the client while ensuring compliance with the trust document, relevant law and tax reporting. We are a privately held non-depository directed trustee and income is earned exclusively through annual fees. We do not, nor do we have an exclusive relationship with any companies that, market proprietary products.
We specialize in superior professional trust administration services while allowing our clients to maintain their existing team of wealth management, financial and legal Advisers located all over the world. We work closely with these Advisers to maximize the quality of service and objective representation of our clients, and to assist in achieving our clients' overall estate planning objectives.