Member Directory

ANGERONA TRUST COMPANY

Angerona Trust Company LLC is a Wyoming chartered trust company with offices in Jackson Hole, Wyoming. Angerona Trust Company LLC has vast experience in multi-generational family trusts, asset protection and succession planning, mostly with clients in LATAM.

A7P Trust Company

A7P Trust Company provides fiduciary services.

BANK OF JACKSON HOLE TRUST

More than a Branch, Our Roots are Decades Deep. Community and Independence are words that guide the principals and decisions at Bank of Jackson Hole. Since 1982, we have stayed true to the formula that has made a successful community bank. Bank of Jackson Hole offers customers the benefits of community expertise, management and ownership, along with quick and professional customer service and state of the art technology for all types of banking needs.

Trust & Wealth Partners and Private Banking round out the offerings at Bank of Jackson Hole Trust to provide the full range financial relationship. We are dedicated to the development, growth and stewardship of client assets for the lifestyle they’ve earned, and care for the legacy of their lifetime.

Berkowitz Pollack Brant

Established in 1980, Berkowitz Pollack Brant is an independent public accounting firm serving domestic and international clients. With nearly 400 accountants, tax specialists, consultants, financial planners, and administrators, BPB is one of the largest regional accounting firms in the United States and #62 ranked nationally. The firm specializes in assurance, audit and attest reports, business consulting, business valuation, computer forensics, domestic tax planning and compliance, forensic accounting and investigations, FCPA, international tax planning and compliance, litigation support, M&A due diligence, personal financial planning, real estate and construction tax and consulting, succession, trust and estate structuring/planning and family office services.

BRIDGER TRUST COMPANY

Bridger Trust Company is a private, independently owned and operated trust company serving a select group of clients with significant business assets and complex trusts. Our clients are domestic individuals and families, with a long-term outlook, who own private companies, real estate, private equity investments, unique assets, and large concentrated positions. We offer a full range of trust services, personal accounting services, financial consulting, and coaching for the next generation. Bridger Trust does not provide investment management services for the assets held in trust. Clients are free to choose the investment manager that best suits their needs. Our role is to provide quality trust administration and fiduciary oversight to ensure the grantor’s wishes and the beneficiaries’ best interests are served.

CITCO

For over 70 years, families have put their trust in the Citco group of companies (Citco) to preserve their assets for future generations. The dedicated team of private wealth practitioners provides peace of mind in a complex world with a range of tailored solutions to meet their needs. Citco works with clients and their trusted advisors to implement bespoke structures. Whether for personal or corporate assets – structured under Trusts, Foundations, Private Investment Companies or Partnerships – Citco can support clients through our global coverage.

CLAIRMONT TRUST COMPANY

Clairmont Trust Company provides hands-on fiduciary services and wealth structuring for families, attorneys, investors, institutions, and entrepreneurs.

Crowley fleck PLLP

Crowley Fleck PLLP is one of the oldest and largest law firms in our region. The law firm counts over 170 attorneys practicing in the areas of commercial litigation, insurance defense litigation, natural resources, mining and energy law, healthcare, commercial transactions, banking and finance, creditors rights, real estate transactions and development, tax and estate planning and administration, intellectual property, employment law, governmental affairs and lobbying. Crowley Fleck has offices throughout Montana, North Dakota, and Wyoming, including offices in Billings, Bozeman, Butte, Helena, Kalispell, and Missoula, Montana; Bismarck and Williston, North Dakota; and Casper, Cheyenne, and Sheridan, Wyoming.

FIRST INTERSTATE

First Interstate is a community bank headquartered in Billings, Montana, delivering best-in-class banking and Wealth Management services throughout Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming. First Interstate offers convenient, modern banking and customer-first service to the communities it serves.

FIRST REPUBLIC TRUST COMPANY

First Republic Trust Company takes a personalized, hands-on approach to a variety of trust services. Our dedicated, experienced trust professionals welcome the opportunity to develop a wealth management solution tailored to your needs. We can serve as the fiduciary on revocable, irrevocable, testamentary, charitable, marital, estate settlement and administrative trusts. We can also serve as either executor or co-executor / personal representative or co-personal representative.

First Republic Trust Company offices are located in Wyoming, California, Oregon, Washington, New York, Connecticut, Massachusetts, Florida, and Delaware.

FIRST WESTERN TRUST — FOUNDING MEMBER

First Western Trust’s mission is to be the best private bank for the Western Wealth Management Client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted advisor platform with an established approach to investment management through a branded network of boutique private trust bank offices located locally in Jackson Hole and Laramie as well across Colorado, Arizona, and California.

GRUPP LAW FIRM

The Grupp Law Firm promotes flourishing families with sophisticated estate plans, including Wyoming private family trust companies.  Drawing upon decades of experience, we deliver legal solutions that protect the wealth of enterprising families in order to build a multi-generational legacy.

The Grupp Law Firm starts by taking a holistic look at the needs and wishes of both grantors and beneficiaries. When designing wealth solutions and estate plans, we take account of both quantitative and qualitative factors facing the family in the present and future.

Holland & Hart

Throughout the Mountain West, from coast to coast and beyond, Holland & Hart provides clients with astute legal service from a vantage like no other. For more information, visit hollandhart.com.

JACKSON HOLE TRUST COMPANY

Jackson Hole Trust Company provides a full range of trust services to U.S. and international families. For decades, its owners and executive team have served as trustees and as directors, officers and managers of foreign and domestic corporations and limited liability companies, and managed real estate, businesses and other investments. Jackson Hole Trust Company thoroughly understands the needs of its clients and serves them with integrity, professionalism and confidentiality. Jackson Hole Trust Company develops strong, personal relationships with clients, enabling them to delegate, with complete assurance, the highest levels of responsibility.

LONG REIMER WINEGAR — FOUNDING MEMBER

LRWB offers the expertise and sophistication of a national law firm with the service and responsiveness of a boutique firm. With offices in Wyoming, Colorado and Utah, LRWB provide a broad range of premium legal services to regional, national and international clients in matters related to estate planning, tax, business planning, probate  & trust administration, civil litigation, real estate & land use, situs planning, oil & gas, elder law, family law, health law, international law and asset protection.

MHP — FOUNDING MEMBER

MHP, LLP offers wealth management services in Fort Collins, CO and Cheyenne, WY to protect clients’ assets. We’ll sit down with you and discuss trust planning, estate planning and wealth management in a way that’s easy to understand. You should know exactly what’s happening with your money and how to protect it when it comes to your: Financial life, Assets, Liabilities, Net worth, and Risk exposure.

MOSAIC PLANNING GROUP

Mosaic Planning Group is a professional, fully independent insurance planning firm. We collaborate with individuals, families, and businesses along with their teams of financial, tax, legal, and trust support professionals to implement protection programs to help meet the objectives of their plans. We do not manage assets. We bring expert-level protection experience and expertise, paired with access to a vast carrier network. Highly specialized, we focus on life insurance, long term care insurance, disability insurance, and independent in-force policy reviews for our clients and partners.

PLANNING ALTERNATIVES

Planning Alternatives is an independent fiduciary RIA with offices in Jackson, WY, Birmingham, MI, and Naples, FL. Our services include financial planning, portfolio management, retirement transitions, family meetings and wealth transfers, strategic philanthropy, executive compensation, and business succession planning.

Safe Trust Company

Established in March 2022, SAFE Trust Company is the first digital asset company that has been approved for a trust charter by the Wyoming Division of Banking. Operating as a standalone, independently-capitalized business to sFOX, Inc, SAFE Trust Company partners with institutions and individuals to access to digital investments.  Through a variety of products and features, SAFE Trust Company services include access to multiple exchanges and digital asset custodial services.

Sheppard Mullin

Sheppard Mullin is a full-service, global 100 firm. It is particularly well-known for its Private Wealth and Fiduciary Litigation Team.

STADIG JOHNSON

Stadig Johnson is a national practice, including individuals and entities residing or located in 28 states and several countries. Our practice is limited to wealth transfer planning and related matters. Our firm works with clients in early and late stages of their careers, finances and families. In between, our work involves clients of all ages with all levels of accumulated assets, including businesses, multiple homes, collections, insurance, retirement benefits, mineral interests, real estate and investments. We also represent private foundations, public charities and trusts/trustees. We have the experience to inform our clients about the whole range of strategies, from straightforward to sophisticated wealth transfer planning tools, which will help to minimize taxes while accomplishing the substantive objectives of the client. We have experience regarding every stage of trust and estate administration, as well as trustee and personal representative duties. We have advised and counseled clients in fiduciary litigation and family disputes. We collaborate and regularly work as part of a team with our clients’ other advisors, e.g. investment advisors, corporate legal counsel, accountants, trust officers, foundation managers, family offices, etc.

TETON TRUST COMPANY — founding member

Teton Trust Company (TTC) is a state chartered trust company based in Jackson Hole, Wyoming. The board of the trust company is comprised of lawyers and trust professionals with decades of trust administration experience. Teton Trust Company is part of a group that has experts in multi-generational family trusts and planning, with clients across the globe.

TWO OCEAN TRUST

Two Ocean Trust provides a full range of trust and investment capabilities to private clients and advisers including the first comprehensive wealth management platform to seamlessly bridge traditional and digital assets.

WILLOW STREET — FOUNDING MEMBER

Willow Street works collaboratively with families and their advisors to provide guidance and administration for custom Wyoming fiduciary structures. Founded in 2005, we provide corporate trustee services to clients seeking a responsive, relationship-focused fiduciary; we also specialize in advisory, governance, and operations for Wyoming private trust companies. Beyond simply implementing trusts, our approach is proactive, transparent, and comprehensive. We provide strategic, experience-based insight into trust organization and management, from the straightforward to the highly complex. By doing so, we help ensure the durability of a family’s legacy over generations.

WIND RIVER TRUST — FOUNDING MEMBER

Wind River Trust Company is a regulated, non-depository Wyoming trust company serving a single family.

WITHERS BERGMAN

Withersworldwide is an international law firm with 17 offices spanning from the United States to the United Kingdom, Europe, Asia, and the Caribbean. Withers specializes in tax, trust and estate planning, as well as litigation, employment, life sciences, intellectual property, family law, and other legal issues facing high-net-worth individuals and organizations.

WYOMING BANK & TRUST

Wyoming Bank and Trust has developed into one of the premier Wyoming-based banks offering personal and corporate trust services.

WYOMING TRUST COMPANY

Wyoming Trust Company provides one-of-a-kind trustee solutions to carry out sophisticated planning strategies.