Although holding companies and trust companies have some similarities, they are separate types of businesses. The distinction is clear when viewing the definitions for each company, as well as looking ...

There are many reasons that you may use a lifetime and even a generational trust to manage the assets for your family and descendants. Most families have found that hiring a trust company (sometimes ...

July 22, 2022 - Trust companies in the United States trace their roots back nearly two centuries, to the formation of the United States Trust Company of New York in 1853. Until recently, trust ...

Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance brokerage NFP, has launched Wealthspire Trust, a Tennessee-chartered trust company.

Equity Trust is an IRS-approved custodian of alternative assets for retirement and other tax-advantaged accounts. It offers services to individual investors and institutions, with over 130,000 ...

SANTA BARBARA, California – A new trust and fiduciary services firm, the Santa Barbara Trust Company, has opened its doors in downtown Santa Barbara, spearheaded by a team of financial services ...

The Chicago-based private equity firm GTCR has inked a definitive agreement to acquire Fiduciary Trust Company, a Boston-based wealth manager and trust company with $34 billion in client assets under ...

Alexandra Phillips Consulting is an intuitive business coaching and consulting co. that delivers result for high performing execs and teams. We often say that trust is the backbone of any thriving ...

Agentic data trust company Ataccama Corp. said today it has closed on a strategic investment of an undisclosed amount from ...

Equity Trust Co. has announced the acquisition of Midland Trust, a custodian of self-directed individual retirement accounts (IRAs) headquartered in Fort Meyers, Florida. Financial terms of the deal, ...