Over the last two decades, YDK has helped shape the rules and regulations pertaining to private trust companies, while helping our clients form dozens of these structures.

Our attorneys work closely with clients to design and implement trust company structures to provide both generational asset governance and tax efficiency. By setting up a private trust company, families can manage their assets with a high degree of customization, ensuring that their unique needs and values are at the forefront of every decision.

We understand that every family has different objectives, whether it’s maintaining privacy, enhancing control over trusteeship, or centralizing family governance. Our team provides strategic advice on regulatory compliance, fiduciary duties, and risk management to ensure that the private trust company operates effectively and in accordance with family objectives.

Our firm’s intergenerational counsel allows us to partner with families across generations, ensuring that each family member's needs and roles are clearly defined. We help families navigate succession planning within the private trust company, preparing future generations to take on leadership roles with confidence and continuity.

From regulatory oversight to operational management, we provide the tools and legal expertise necessary to keep the private trust company functioning smoothly, allowing families to focus on what matters most—preserving their legacy and fostering family unity.