Trust Services

Wealthspire Trust

Our affiliated company, Wealthspire Trust, works with your advisors to provide comprehensive trustee, trust administration, and fiduciary services through its state chartered, private trust company. To learn more about Wealthspire Trust, click the link below.

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Trust Administration to Help You Build, Manage and Protect Your Wealth in an Increasingly Complex Financial World

Gain access to years of experience

Benefit from objectivity

Access advice and referrals

Enjoy peace of mind

Participate in collective thinking and the expression of opinions in a confidential environment

Enjoy permanence, where the perpetual existence of a trustee is always in place

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March 02, 2026 Wealthspire Launches an Enhanced Family Office for Complex, Multi-Generational Families

NEW YORK, NY — March 2, 2026 — Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement,1 today announced the launch of Wealthspire Family Office, the next phase in the firm's strategic evolution following its capital restructuring and integration initiatives last fall. The platform brings together capabilities from Wealthspire, Fiducient Private Client, and Ground Control to deliver a full

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January 02, 2025 Key strategies for family office trust and estate planning in 2025

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December 30, 2024 Investing in Art Requires More Than a Good Eye. 6 Things to Know.

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Wealthspire Trust and Wealthspire Advisors LLC are separate subsidiary entities of Wealthspire, LP. Wealthspire Trust is a corporation domiciled in Tennessee, chartered pursuant to Tennessee statutes as a non-depository trust company, and regulated by the State of Tennessee Department of Financial Institutions. Wealthspire Advisors LLC is a registered investment adviser. Because of the affiliation between the entities as subsidiaries of Wealthspire, LP, Wealthspire Trust has a conflict of interest in recommending Wealthspire Advisors LLC to clients. Clients are not obligated to use the services of Wealthspire Advisors LLC and can establish their advisory relationship at any custodian or investment adviser of their own choosing.

Wealthspire Trust LLC is a non-depository Tennessee trust company, subsidiary entity of Wealthspire, LP, and an affiliate of Wealthspire Advisors LLC. Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of or guaranteed by Wealthspire Trust LLC or any of its affiliates; and are subject to investment risks, including possible loss of principal invested. Eligibility for particular investment options or services is subject to final Wealthspire Trust LLC, determination, and acceptance.