Supporting global clients in the stewardship of their legacies, The Bryn Mawr Trust Company of Delaware is a Delaware chartered limited purpose trust company, with our roots dating back over 175 years. Today, we are now a wholly owned subsidiary of WSFS Financial Corporation, a publicly traded (WSFS) banking institution based in Wilmington, Delaware. We stand on a firm foundation, with corporate assets greater than $20 billion, and assets under management and administration in excess of $65 billion*.

We are a boutique trust company, which prides itself on client confidentiality and discretion, as well as 24-hour service standards. Our goal is to always be able to get to ‘yes’.

Serving clients from the United States and around the world, we can administer accounts without direct custody of assets and are experienced with unique client service requirements (such as privacy or unique assets). We have extensive knowledge of the wealth-friendly statutes collectively known as the Delaware Advantage and support all Delaware personal and business statutes. Working directly with your attorneys and advisors, we are able to serve in a variety of capacities for many of your estate planning or asset protection needs.

We know from experience that one of the most difficult challenges is to get unbiased, trustworthy advice. Hardly a surprise in an unregulated marketplace, where huge returns are possible.

Cadell is independent and was conceived to deliver professional grade advice. We don’t deal, broker or take introductory commissions. We just give advice, so can genuinely describe our services as independent.Our team of art market executives and 26 world class experts is redefining art advisory. Delivering a new level of experienced and transparent advice with no conflicts of interest, focussed entirely on improving outcomes for our clients.

In 2020, Cadell won the STEP Award for Boutique Firm of the Year. In 2021 Cadell became the largest art advisor in Europe managing the sale of over $175m of art and works of art. In 2022 Cadell opened its North American business and was given the mandate to advise on the sale of the $100m Hotung Estate.

Capital Trustees is a professional independent Swiss trustee company, with offices in Zürich and Lugano, specialized in the establishment and administration of trust. The Company:

• Has been established in 2005 and has a long-standing experience in providing assistance in wealth structuring to international families through personalized Swiss solutions;

• Is one of the very first few trustee companies licensed by the Swiss Financial Markets Supervisory Authority (FINMA);

• Is full member of the Swiss Association of Trust Companies (SATC);

• Is privately owned and fully independent, not being part of any family office, any banking or financial group;

• Performs its activities in absence of conflict of interests, focusing exclusively on trust activities and not providing asset management services;

• Caters all core trust services in-house, starting from the drafting of any relevant trust document, up to the day-to-day management and monitoring of the trust fund. Compliance activities, as well as Financial and Controlling and ICT's are all carried out internally to achieve maximum control over processes and information flows. This approach is paramount to ensure confidentiality over clients' data;

• Administers trusts governed by all the major trust laws and holding any asset class;

• Offers personalized wealth planning solutions, including the establishment of private trust companies and dedicated trust companies in Switzerland.

Conyers’ Private Client and Trust team, one of the largest in the Caribbean region, has a long-established reputation for providing intelligent, dependable advice to some of the world’s wealthiest private clients.

The Conyers Private Client and Trust team is complemented by a team of experienced trust litigators with a worldwide reputation. The trust litigation team is at the forefront of both contentious and non-contentious trust litigation in Bermuda. They regularly act for act for trustees, beneficiaries, settlors and third parties.

Conyers is a leading international law firm with a broad client base including FTSE 100 and Fortune 500 companies, international finance houses and asset managers. The firm advises on Bermuda, British Virgin Islands and Cayman Islands laws, from offices in those jurisdictions and in the key financial centres of Hong Kong, London and Singapore.

Growing and Protecting Wealth for Generations

Fiduciary Trust is a wealth management firm founded by families for families, with a singular focus on growing and protecting wealth through generations.

We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and develop estate plans that extend wealth to future generations.

We are part of Franklin Templeton Investments, a global investment leader. This partnership, combined with our highly personalized wealth management services, provides our clients the best of both worlds.

• Integrated Wealth Management and Advice from a dedicated team of investment, tax, and estate planning experts.

• A Personalized Experience from a true fiduciary committed to putting our clients’ best interests first.

• Extensive Resources with access to investment solutions and specialized services typically available only to institutional-sized investors.

Kasowitz Benson Torres LLP is a leading law firm with a core focus on commercial litigation, complemented by our exceptionally strong white collar defense practice. Kasowitz is known for its creative, aggressive litigators and willingness to take on tough cases. The firm has extensive trial experience and is always trial-ready, representing both plaintiffs and defendants in every area of litigation. Headquartered in New York City, the firm also has offices in Atlanta, Denver, Houston, Los Angeles, Miami, Newark, San Francisco, Silicon Valley and Washington, DC. For more information, please visit www.kasowitz.com.

Firm Description: Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.

Loeb & Loeb is a multi-service law firm with more than 450 lawyers in eight offices across the U.S. and Asia. We represent a wide range of companies and organizations, as well as high net worth individuals and families. Part of one of the largest and most distinguished private client practices in the country, our Trusts and Estates team provides comprehensive services, including innovative estate planning, administration of complex trusts and estates, business succession planning, settlement of tax controversies, and resolution of high-profile multimillion-dollar disputes over the distribution of family wealth. We work with high net worth individuals and families at all stages, from those who are still building assets to the wealthiest entrepreneurs, executives, investment fund managers and venture capitalists.

For over 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation; as a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals around the globe.

Global Family and Private Investment Offices (GFO) is a dedicated practice within Northern Trust, serving the needs of more than 500 clients, including family offices, family foundations, ultra-high-net-worth individuals, private trust companies and private investment companies in over 30 countries. GFO delivers high quality asset serving, investment, technology, fiduciary, banking and advisory solutions to its clients, including more than 30% of the Forbes 400.

SLA specialises in developing and executing communications strategies to protect reputation during litigation and disputes, and help the lawyers achieve their legal goals. Whatever the issues may be, we will make sure we are ready for the challenge and able to deal with it effectively, something we have done for a wide range of clients in over 20 jurisdictions. Regularly working on matters such as fraud and asset recovery, family office issues, commercial disputes, and investor / state claims, we have the successfully provided creative and innovative solutions to the problems faced by our clients. We work closely with the legal teams and if necessary, add experts in investigations, digital security, and geopolitical risk, to support us.