Commonwealth Trust Company to Sponsor The Resource Group Annual Meeting

We are pleased to be a sponsor of the upcoming annual meeting of The Resource Group.

As an Independent Directed Trust Company based out of Delaware that offers the benefits of Delaware laws as well as an open-architecture as a directed trustee without an investment division, we have been the choice for ultra-high net worth clients for well over 85 years due to our knowledge, responsiveness, and unique business model.  We work with attorneys/advisors in many highly-regarded Trust and Estates firms, financial institutions and family offices, both nationally and internationally.

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the foregoing at the meeting.

If you are unable to attend the conference and wish to speak with us about planning for your clients, please feel free to contact us directly at 302.658.7214 or businessdevelopment@commonwealth-trust.com.  If calling by phone, you can ask for our Business Development Manager.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.