services
The Bryn Mawr Trust Company of Delaware offers Clients the Delaware Advantage. We provide wealth management strategies and services that utilize the range of legal and business advantages that are part of Delaware’s exceptional trust and tax environment.
Our collaborative approach to service includes working with legal, tax, and financial advisors to create the most effective wealth transfer and investment solutions for individuals of wealth, their families, corporations, and business owners.
For Delaware Trust Advantages
Connect with The Bryn Mawr Trust Company of Delaware
Call Us 302.798.1790
PERSONAL TRUST SERVICES
Delaware is an attractive domicile to help grow, protect, and preserve wealth for future generations. We provide a myriad of trust and financial management services, ensuring trusts are efficiently administered in accordance with the governing instrument. Some trust and agent services include:
- Asset Protection Trusts
- Delaware Directed Trusts
- Discretionary Trusts – Fully Managed Trusts
- Dynasty Trusts
- Purpose Trusts
- Custody & Safekeeping
- Agent to Individual Trustees
- Investment Management
FAMILY OFFICE COMPANY SERVICES
The Bryn Mawr Trust Company of Delaware serves as a corporate fiduciary and administrative trustee providing tax-advantaged solutions for discerning family office teams around the globe. Our seasoned trust officers collaborate with family offices and your Client’s trusted service partners to ensure the family office needs are met. We are an independent provider of financial services to the family office community. Our independence affords us the opportunity to introduce, on an a-la-carte basis, a suite of trust, agency, banking, cash management, and bill-pay services offered through our parent company and affiliates.
- Tax reporting and filing
- Bill pay services
- Corporate trustee
- Philanthropic and charitable planning
- Cash management
- Entity management
- Business planning and exit strategies
- Business transaction & agency appointments
- Private banking, including mortgage and loan services
INVESTMENT MANAGEMENT SERVICES
Our affiliated company, Bryn Mawr Trust, specializes in individually designed wealth planning and investment strategies to meet specific income and growth objectives.
Our personal Wealth Advisory Team works with you and your Clients to determine their requirements for income, growth, liquidity, and preservation of capital, while analyzing risk tolerances and time and tax constraints. The financial picture that emerges serves as a framework for a portfolio that is focused on their investment objectives.
In everything we do, our approach is designed to bring clarity, consistency and confidence to your Clients investment experience. By staying aligned with their goals and adapting to change, we aim to help navigate markets and build lasting wealth with purpose.
BUSINESS TRANSACTION SERVICES
This suite, provided in conjunction with our affiliated companies, includes investment, agency, and cash management related services. We support you in serving your Clients’ specific business transactions, regulatory mandates, strategic initiatives, alternative risk management structures, supply chain management, and vendor contracting. These transaction-based services can be coupled with personal trust services designed for business owners and senior corporate executives, and include:
Tax Motivated Services
- Delaware statutory trustee in support of TIC and REIT sponsors
- 1031 Like-kind exchange escrow noteholder
- Delaware passive investment company services
General Cash Management
- Investment management services
- Cash management services/ cash waterfall “trap” accounts
- Perfected security interests and account control agreements
Mergers and Acquisitions (M&A) Services
- Escrow agent
- Pledge and collateral agent
- Reverse mergers leveraging Delaware law
Alternative Risk Management Structures
- Self-insurance trusts
- Captive insurance companies
Off-Balance Sheet Financings
- Delaware statutory trustee
- Entity Management Services
- Property Trustee
- Owner trustee
Specialized Services
- Government contracting
- Intellectual property (IP) licensing