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Arden Trust Company
Financial Services
Wilmington, Delaware 1,482 followers
Your Legacy. Our Duty. Offering trust services with a holistic perspective.
About us
Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients. We work as part of this larger team to enable seamless execution of the trustor's vision. Together, we provide clients with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives. With Arden Trust Company serving as trust administrator, you can draw on the resources of a large national trust company for help with custodial services, fiduciary services, and investment management. All of our trust services are designed to integrate with your existing services and support you with the right solutions. We can help with everything from brochures and white papers to conference calls and consultations with client attorneys.
- Website
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https://www.ardentrust.com/
External link for Arden Trust Company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Wilmington, Delaware
- Type
- Privately Held
- Specialties
- Special Needs Trust Administration, SLAT, Trust Services, Trust Administration, Advisor Friendly Trust, and Successor Trustee
Locations
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Primary
Get directions
2751 Centerville Rd
Suite 400
Wilmington, Delaware 19808, US
Employees at Arden Trust Company
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Deena Butler
Trust Administrator II Arden Trust Company
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Michael Festa
Senior Vice President & Senior Trust Officer at Arden Trust Company
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Jennifer Graham
Project Management Leader | Process Improvement | Customer Engagement | Motorcycle Rider
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Rebecca Gallatin, JD, CTFA
Senior Trust Officer - Team Lead, Vice President at Arden Trust Company
Updates
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We're pleased to welcome our new Chief Fiduciary Officer, Randall S. Bond, to the Arden Trust family. Randy brings over 30 years of experience to his role and is responsible for oversight of the administrative servicing arm of Arden Trust Company. He's also a proud Aggie, graduating from Texas A&M University with a Bachelor of Arts degree, and received his Juris Doctor from South Texas College of Law in Houston. Welcome, Randy!
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Arden Trust is different than a bank-owned trust company. We offer the planning and relationship strategies required to manage the complex dynamics that often exist in blended families. If you’re looking to help your clients preserve and protect those relationships, we can help. Learn more here: https://lnkd.in/gTQMmnma
Your Legacy. Our Duty.
https://www.youtube.com/
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Cerulli Associates predicts heirs will inherit $72.6 trillion in assets through 2045. With this significant wealth transfer on the horizon, financial professionals should consider ways to identify clients (and AUM) they are potentially at risk of losing along with strategies to prevent attrition. One way to mitigate risk and demonstrate added value to current and potential clients is through a comprehensive wealth transfer strategy. Leveraging trusts to retain multi-generational relationships is one example. Find out more here: https://lnkd.in/g28Abqpr
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Looking for top-notch resources to help elevate your practice? We curated a collection of tools and insights designed specifically for financial advisors. Check it out: https://lnkd.in/gW2umaFr
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Congratulations to our June Employee of the Month, Jennifer Pearson Senior Trust Administrator! Jennifer handles advisor, client and internal communications with grace and tact. She represents the best of Arden Trust, exemplifying a commitment to excellence and client service to which we all aspire. #EmployeeRecognition
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We’re excited to welcome Jon Lucas as the newest member of our sales team! With over 20 years of successful experience in the Trust industry, Jon has a demonstrated track record of successfully partnering with financial advisors to serve the needs of clients. We know he’ll be an invaluable asset to our team at Arden Trust. To meet more of the team, check out the following: https://lnkd.in/e6mAeRge
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Join us in congratulating Kina Franklin on winning the Outstanding Contribution to Wealth for Good Initiatives award from the Wealth for Good Awards! These awards strive to highlight those in the global wealth management industry who demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion. Kina's recognition is extremely well-deserved and her work serves as an inspiration to us all.
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Join us in welcoming our accomplished yet humble 2024 class of interns! Warren Brown, currently obtaining a BBA in Trust and Wealth Management and MBA from Campbell University, is joining our Atlanta office, while Christopher Rasmussen and Jake Shirley, current Law School students at Texas A&M University School of Law, are joining our Dallas office. We are extremely proud of our interns and can’t wait to see all they learn and achieve this summer.
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