Delaware Directed Trustees
Commonwealth Trust Company has been helping to preserve family legacies for over 90 years. We are the experts in personal trust administration for Delaware directed trusts.
Why Choose a Directed Trust?
Directed trusts are a way to retain greater control and flexibility over the trust and its assets. The responsibilities are split between the directed trustee, who administers the trust, and the trust advisor, who manages the assets and distributions. As directed trustee, Commonwealth teams up with the trust advisor of your choice.
- Flexibility
- Greater control over your trust
- Rely on our administrative expertise
- Keep all parties accountable through the division of responsibility
- Leverage the Delaware advantage
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Why Choose Commonwealth?
As a directed trust administration company, we solely manage the administration of our clients’ trusts. We do not manage assets, leaving the investment strategy in the hands of the trust’s advisor. We are entirely focused on the laws, regulations, and best practices of trust administration — this results in maximum flexibility, attention, and care for your or your clients’ trust.
Directed trusts with a flexible approach
We are solution-oriented experts. Every situation is unique, but no need is unprecedented. We administer directed trusts that are designed to benefit our clients through maximizing both flexibility and the expertise of each of their advisors.
Experts in leveraging the Delaware advantage
As Delaware’s premier independent trust company, our team of industry leaders leverages their expertise and knowledge of Delaware statutes to find answers when other firms simply say no.
Personal & proactive trust administration
At Commonwealth, our clients always have a familiar face who knows them. Our personal approach is designed to allow us to provide our clients with thoughtful guidance to best benefit their family’s needs and respect the trust planning.
Building legacies, together
We are an advisor’s perfect complement. Our tenured team will focus on the legal, administrative, accounting and tax aspects of the trust’s administration, allowing our client’s other advisors to remain focused on their areas of expertise and help preserve the family legacy, together.
Why Choose Delaware for Your Trust?
Delaware is widely considered to be the best jurisdiction for a directed trust. The state has favorable trust laws and has a well-developed legal framework for trusts and significant tax advantages.
- As a court of equity, Delaware’s Court of Chancery rules on what is fair and reasonable, specializing in fiduciary matters rather than ruling by the letter of the law
- Reduced tax burdens, particularly when the beneficiaries do not reside in Delaware
- Progressive state legislation who are focused on maintaining the value of Delaware trust law
- Bifurcation of trust duties helps to ensure better trust management and administration, leveraging the specific expertise of a team of advisors
Interested in partnering to preserve your family’s legacy?
(302) 658-7214
29 Bancroft Mills Rd. Wilmington, DE 19806
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