Full Range of Trust Services: Fiduciary Expertise with Precision and Integrity

Trustee Roles and Services

By working diligently with the founders of trusts, beneficiaries, and advisers, Jackson Hole Trust Company faithfully executes clients’ wishes in all respects. Jackson Hole Trust Company focuses primarily on directed trusteeship, emphasizing precise and efficient administration. The company also serves in other capacities, including discretionary trustee and specialized fiduciary positions such as Protector.

Our core trust and fiduciary services are:

Serving as directed trustee.
A directed trustee follows the instructions of the Trust Adviser regarding investment and/or distribution decisions. The trust document designates the Trust Adviser and determines the powers of the position. A directed trustee handles the administrative actions required to carry out the Trust Adviser’s instructions, in addition to all recurring administrative duties needed to sustain the trust.
Serving as co-trustee.
Dividing responsibilities between co-trustees is often optimal when a client prefers Jackson Hole Trust Company to take a limited role and a family member or adviser a broader one. Conversely, the family member or adviser can handle the limited role and JHTC can fulfill the broader one.
Serving as discretionary trustee.
In contrast to a directed trustee, a discretionary trustee exercises independent judgment over investment and/or distribution decisions. Electing to make a distribution requires aligning the trust document, the trust’s assets, Wyoming law and the needs of the beneficiary. Regarding investments, discretionary trustees work closely with clients’ investment advisers to ensure that assets are managed in accordance with investment objectives and liquidity needs.
Serving in focused roles such as special trustee, trust protector, appointor and similar positions.
Targeted fiduciary functions like these may be appropriate for beneficiaries with distinct needs or assets requiring dedicated oversight.
Serving as trustee of charitable trusts, including charitable lead and charitable remainder trusts and private foundations.
Charitable trusts require trustees with specific administrative knowledge to achieve tax benefits and ensure the fulfillment of philanthropic goals.
Overseeing all types of trust assets.
Wyoming trusts can hold any type of asset anywhere in the world, from investment accounts to tangible assets such as real estate, art and other physical assets. Jackson Hole Trust Company is experienced with all asset types.
Administering Private Trust Companies (PTCs).
A PTC is an individual LLC or corporation that exists for the sole purpose of serving as trustee of a family's trusts. PTCs may be appropriate for especially large families and/or trusts with divergent needs among beneficiaries. By nature, PTCs require customized management and administration.

Jackson Hole Trust Company

185 W. Broadway, Suite 101
P.O. Box 1150
Jackson, Wyoming 83001

New Business & Inquiries About Our Services

Aaron Sones

307.349.6883

Facilitating Wealth Objectives Through Comprehensive Knowledge

Along with serving in designated fiduciary roles, Jackson Hole Trust Company provides complementary functions and enhanced capabilities that support the effective management of trust assets. In performing these functions, we continuously align our actions with clients’ broader planning goals.

Converting foreign trusts to U.S. trusts.
We accept appointment as U.S. trustee and coordinate with foreign trustees and advisers to complete the transition smoothly. This includes administering trusts that remain governed by foreign law but are treated as domestic for certain purposes or converting them entirely to domestic status for all purposes.
Maintaining involvement from long-time advisers.
We adhere to roles defined by the client’s existing advisers and maintain open communication to ensure they have the information and documentation needed to fulfill their responsibilities. In doing so, we preserve the continuity of long-standing professional relationships.
Administering and updating complex structures.
We coordinate with asset managers, insurers, attorneys, and lenders while maintaining detailed records for all transactions, including those involving multiple holding companies, debt instruments and other financing arrangements.
Facilitating liquidity events and major transactions.
We assist with trust-related sales, redemptions, and corporate reorganizations, ensuring proceeds and documentation are handled accurately and in accordance with trust terms.
Coordinating succession and continuity matters.
We organize successor appointments and related documentation so that fiduciary oversight remains consistent during generational or structural transitions.