Our Services.

Caystone Trust Company offers a range of services and solutions that deliver financial flexibility, while providing the protection of wealth, the mitigation of risks and the reassurance of an appropriate level of confidentiality

Caystone Trust has the expertise to help individuals, families and their advisors establish the most appropriate fiduciary structure(s), to assist with the management of their wealth, as well as the creation and maintenance of family governance. Our objective is to work closely with both clients and their advisors, to ensure the most appropriate solutions are actively and consistently considered.

Entrepreneurs and successful businesspeople share a desire to protect the wealth they create for themselves, their families and for future generations. The use of fiduciary solutions is a common approach to help meet these and many other needs. Understanding that the environment in which our clients and their beneficiaries live is constantly changing, Caystone Trust values an active partnership with advisors and family offices in delivering the best fiduciary services and solutions available.