Concord Trust Company Case Study

Concord Trust Company Transaction
Concord Trust Company Logo

Founded in 2011, Concord Trust Company (“CTC“) provides open architecture, high-end, professional independent trustee services and related administration and compliance services to ultra high net worth individuals and their families. Its locations in New Hampshire and South Dakota provide its clients with access to well-established, progressive advantages in the states’ trust, regulatory and tax laws.

Stay tuned for full case study.

View transaction announcement.