Independent trust companies are gaining momentum in 2025, offering high-net-worth clients flexible, client-focused solutions outside the constraints of traditional banks. As the $68 trillion Great Wealth Transfer accelerates, these firms stand out for their personalized services, regulatory agility, and tech-driven client experience—positioning them as key players in the evolving wealth management landscape.| Mercer Capital
Advising clients on estate planning is a core service offered by wealth management firms, and the best tool is often some sort of trust.| Mercer Capital
In this week’s post, we examine current trends impacting independent trust companies.| Mercer Capital