Trust Services protect your legacy.
How do Trust Services protect my money?
Thoughtfully created Trusts turn success into security for families, entrepreneurs, and business owners, protecting what you've built and developing a lasting financial foundation. Strong trust structures protect you during times of transition and ensure wealth passes forward with intention and confidence, now and into the future.
Why Wyoming?
VNBT can organize your estate with benefits like no state income tax on trust assets, excellent privacy protections, longevity, flexibility and the strongest asset protections. Our Wyoming Trusts offer advantages that are accessible from all 50 states.
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Act as a directed trustee for clients who prefer to manage their own investments. We provide fiduciary oversight, ensuring compliance with trust directives and peace of mind through professional governance.
Assume full fiduciary responsibility by making discretionary decisions that align trust assets with client goals. Our experienced team focuses on client priorities, delivering a customized solution. Full Investment Management and Financial Planning services are available.
Facilitate the efficient settlement of estates, handling all administrative tasks, asset distributions, and compliance with legal requirements to ensure a seamless and respectful transition for beneficiaries.
Offer compassionate, specialized trust management for beneficiaries with special needs, preserving their eligibility for government assistance programs while ensuring a stable future.
Administer charitable trusts, donor-advised funds, and other giving structures for clients dedicated to philanthropy. Our goal is to amplify the impact of charitable contributions while optimizing tax benefits.
Provide tailored trust solutions for business owners planning for future transitions. We help clients protect assets, plan for smooth leadership changes, and align with family legacy goals.
Secure and administer trust assets with transparency, providing easy access to online account management and robust reporting. Our custodial services keep your assets safe and your records organized.
Ensure a smooth asset transition that maximizes tax efficiency and aligns with legacy goals, helping clients establish peace of mind for future generations.