Oppenheimer Trust Company of Delaware
What is a trust? A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in a variety of ways and can stipulate exactly how and when assets within the trust pass to beneficiaries.
Oppenheimer Trust Company of Delaware delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses. As your institutional trustee, we help grow and preserve your assets for the future. Our fiduciary services and products complement the wealth of resources available to you through your Oppenheimer Financial Advisor, including asset management and investment services.
Your Oppenheimer Financial Advisor can connect you to experienced Oppenheimer Trust Company of Delaware professionals, working closely with us to find the right options to meet your unique investment needs and to help achieve your financial objectives. Together, we will develop and implement a plan for your financial future.
“We offer a range of products for individuals, not-for-profit organizations, and businesses to help meet their fiduciary needs.”
For individuals we offer: Trustee Services, custody services, and insurance trusts
For not-for-profits we offer: Endowments, foundations, charitable trusts, perpetuities, custody services, and cash management
For businesses we offer: Balance sheet cash management, custody services, and escrow agent