Legacy, Advice, Partnership, Preservation, Philanthropy, Values, Governance
As part of Sepio’s broader advisory services, Sepio Trust Company helps multi-generational families optimize their current and future financial goals through innovative, independent and relationship-focused trust and fiduciary services.
wyoming advantages
tax benefits
Wyoming does not impose state income, corporate income, or estate taxes, ensuring efficient and advantageous wealth accumulation and transfer.
- No state income tax
- No corporate or LLC income tax
- No gift, estate or inheritance tax
- Low insurance premium tax
- Low property tax
flexible structures
Wyoming permits flexible and unbundled trust structures, allowing clients to remain involved in the management of trust assets, if desired, and take advantage of Wyoming situs.
- Directed and delegated trusts allow families and their trusted advisors to have enhanced control of investment and distribution decisions
- Wyoming dynasty trusts can last for up to 1,000 years providing unfettered wealth transfer structures
- Flexible laws permit decanting and modification of existing out of state trusts
privacy advantages
Wyoming represents one of the safest and efficient jurisdictions, offering enhanced asset protection and maintaining client privacy.
- Wyoming trusts are not required to register and trust documents are not publicly available
- Flexible laws permit decanting and modification of existing out of state trusts
FULL SERVICE
TRUSTEE PLATFORM
Sepio works closely with clients and their advisors to implement and administer trust structures in a manner consistent with their strategic and financial goals.
From its Jackson, Wyoming office, Sepio Trust Company’s comprehensive services ensure clients receive the best collective advice and the highest level of service.
Whether your focus is on providing for future generations, or maximizing your impact, your needs are unique. Sepio Trust Company was built to partner with you to establish your goals, preserve your legacy, AND ensure your values and priorities are upheld.
DIRECTED
TRUST SERVICES
Under this model, the investment, distribution and administration of trust assets are unbundled and can be managed by separate committees, allowing enhanced client involvement. Sepio’s flexible business model allows it to act in any of these capacities.
DISCRETIONARY
TRUST SERVICES
Under this model, one corporate trustee retains responsibility for all three trustee functions, serving as the investment, distribution and administration advisor with full fiduciary discretion of the trust.
Partnering with Sepio Capital to perform the investment duties of the trust, Sepio Trust Company has the capabilities to provide comprehensive trust management services.
OUR SERVICES
