Corporate Trustee Services

This is an ideal option if you want a simple way to manage your trust and underlying investments together. As a bank and a fiduciary, we offer trust administration services designed to meet your evolving needs.

Our team is ready to provide guidance that fits your vision, and we can recommend specialists for other investments, funds, and insurance as needed.

A directed trust allows you to designate specialists for specific tasks, like investment management, distributions, and administration. The Trust and Wealth Department at Bank of Jackson Hole will follow instructions from your chosen advisors or committee to manage your trust. Acting as an administrative trustee, we work according to their direction, allowing you to keep your existing advisors while benefiting from Wyoming’s favorable trust laws.

In a delegated trust, Bank of Jackson Hole manages everything, including choosing an investment advisor and making decisions about distributions and administration. We act as a fiduciary trustee with a deep understanding of Wyoming’s advantageous trust laws.

This option is often used for older trusts without specifically defined roles. We carefully check and evaluate the performance of the chosen advisor, ensuring investments meet the trust’s terms and industry standards. Our approach ensures that all distribution decisions align with your goals.