Wealth Managers

Keep yourself at the center of your client’s financial world from one generation to the next. Working with Dunham Trust means you can partner with an experienced trust administrator to help you better serve your clients.

Our referral-based program for wealth managers stands out in the trust industry as the better option and a unique way for an advisor to assist their clients in the implementation and administration of a trust.

True to its name, our Advisor’s Choice Programsm gives you a choice in how you want Dunham Trust to be involved according to your needs. Choose to partner with Dunham Trust acting only as the trust administrator while you manage the investments, or choose Dunham Trust as both trust administrator and manager.

When you act as investment manager, you have smartly aligned with an "advisor friendly" trustee who honors and respects your role and value as the trust's financial advisor. When Dunham Trust acts as the investment manager, you’ll receive a perpetual 30% remainder of the trust administration fees paid.

For more information about the Advisor’s Choice Programsm, please contact Dunham Trust today.

Adding trust services to your offering means investing the time, money and staff resources it takes to do it well. If you are not an expert in creating, implementing, and administering estate and business plans, we can provide the knowledge and experience you need to offer more thorough and competitive services to your clients.

Adding trust services to your offerings can help you attract and retain assets for multiple generations. We provide the tools for a proactive, administrative approach that leads to complete planning and implementation with successful results.

Every situation is unique. We pride ourselves in creating the right schedule for you. Click here to get an idea of where our fees start. Please call Dunham Trust for more information about fees applicable to any specific trust service.