Sunstone Trust Company
Irvine, United States (US) · Finance and Banking
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#corporate trustee services
#wealth management
#real estate management
#corporate trustee
#special needs trusts
#dynasty trusts
#spousal trusts
#life insurance trusts
#qualified personal residence trusts
#charitable trusts
Sunstone Trust Company is a Finance and Banking company based in Irvine, United States (US), founded in 2021, with 10-20 employees. Sunstone Trust Company's profile is verified on Enterprise League.
Overview
We provide comprehensive Corporate Trustee Services, expertly managing complex trusts including Special Needs Trusts, Dynasty Trusts, and Charitable Trusts. Our experienced team guides clients through the intricacies of wealth transfer, ensuring their legacy is preserved and protected across generations.
Sunstone Trust Company distinguishes itself through a personalized approach, offering tailored solutions for Multinational Wealth and Cross Border Wealth management, alongside robust Investment Advice and a deep understanding of various trust structures. Founded in 2021, we’ve built a reputation for discretion, expertise, and unwavering commitment to our clients’ financial well-being.
We support a wide range of trust types, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, and Common Trust Funds, assisting clients with IRA and Retirement Accounts.
Contact Details
Irvine, United States (US), 18881 Von Karman Ave
Founded
2021
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#corporate trustee services
#wealth management
#real estate management
#corporate trustee
#special needs trusts
#dynasty trusts
#spousal trusts
#life insurance trusts
#qualified personal residence trusts
#charitable trusts
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