A partnership A partnership with Stanford Trust Company can help individuals, families, businesses, and non-profit organizations protect and transfer assets with customized trust structures. With a full range of personal and corporate services, Stanford Trust Company provides a distinct advantage – an individualized approach to managing and preserving wealth for generations. We provide our clients with the following advantages:

Uninterrupted Asset Management
Continuity is critical to protect your assets when you are unable to oversee your finances, and when family and friends lack the skills or the emotional strength to make decisions. As a corporate trustee, we provide stability and reassurance that the terms of the trust will be performed according to the wishes of the client.

Attention to Detail
Naming a corporate trustee, rather than an individual, ensures a proven level of professionalism, objectivity and wealth management expertise. A corporate trustee is often better equipped to oversee records and distributions, and to provide the qualified staff trained to handle those details.

Personalized Client Relationships
True wealth management is more than stocks and bonds. That’s why Stanford professionals invest the time it takes to develop long-term, personal relationships with our clients. Only then can we be responsive and flexible to their needs and effectively manage their estates.

Extraordinary Financial Concierge Program
Stanford Trust Company’s financial concierge service provides select clients with benefits that go far beyond a traditional fiduciary agreement. Designed to help business owners, CEOs, and other key executives save time and money, our service helps manage monthly bills, mortgages, taxes and cash flow, as well as providing a flexible line of credit. Clients can also use this service to get financial planning advice, such as whether to buy or lease a car, investing for college, and acquiring a second or third home.

Our Legacy

Our Technology

Our Objectivity