Directed Trustee

In a directed trust, the grantor appoints a co-trustee, trust adviser, committee, or party other than the directed trustee to control certain decisions such as investment management or distributions. By selecting RMB as your directed trustee, you may benefit from the advantages of trust situs and administration in Wyoming, yet maintain control over investment and disbursement decisions.

Advantages of selecting RMB as directed trustee for your trust may include:

  • Favorable Wyoming asset protection and tax treatment
  • Professional administration by a regulated corporate entity
  • Control over investments
  • Control over distributions
  • Significant cost savings

As a directed administrative trustee, RMB offers flexibility, control, convenience and expert support.