Smithfield Trust

Established in 1996, Smithfield Trust Company has established itself as a leading private trust company in the region. We are committed to providing personalized wealth management solutions that empower our clients to secure their financial future and preserve their legacies.

What Sets Us Apart

At Smithfield Trust Company, we believe in building lasting relationships with our clients. We take the time to understand each individual's unique needs, goals, and aspirations. Our team of experienced professionals works collaboratively to create customized solutions that align with your specific circumstances.

1. Trust & Fiduciary Services

• Preserving and protecting wealth through strategic trust creation and management.
• Providing expert guidance on estate planning and incapacity protection.
• Serving as trustee or custodian for individual clients and financial institutions.

2. Investment Management

• Customized portfolio management aligned with your risk tolerance and financial goals.
• Access to a diversified range of investment options and strategies.
• Regular performance reviews and reporting.

3. Estate Administration

• Efficient execution of wills, trusts, and other estate documents.
• Guidance through the probate process and asset distribution.
• Support for beneficiaries throughout the estate settlement.

4. Tax & Charitable Planning

• Comprehensive tax planning and compliance services.
• Development of strategies for charitable giving and philanthropy.
• Optimization of estate and income taxes.

5. Institutional Advising

• Customized solutions for endowments, foundations, and other institutional clients.
• Expertise in asset allocation, investment performance monitoring, and governance.

Our Team

Our team of experienced professionals is passionate about helping clients achieve their financial goals. We are committed to providing exceptional client service, open communication, and proactive guidance. We believe in the power of collaboration and working alongside clients to make well-informed financial decisions.

Custom Solutions, Personalized Attention

Every client at Smithfield Trust Company receives personalized attention and customized solutions tailored to their unique circumstances. We believe in taking a holistic approach to wealth management, addressing your financial, estate, and tax planning needs comprehensively.

Market Expertise and Insights

Our team stays abreast of market trends and economic developments. We leverage this knowledge to provide timely insights and navigate the complexities of the financial landscape.