Dunham Trust Company Building Relationships That Last Generations
Building Relationships That Last Generations

Skill – Expertise – Commitment

At Dunham Trust Company, we strive to understand your unique requirements and take a highly personalized approach to wealth preservation and management.

Dunham Trust Company provides services including:

  • Record keeping and easy-to-interpret statements
  • Document interpretation and assistance
  • Strong, proactive relationships with your attorney and tax advisor
  • Timely income collection and disbursement
  • Auditing and regulatory compliance
  • Tax return preparation, planning and filing assistance
  • Accurate and timely accounting reports
  • Administration of both conventional and closely-held assets
  • Investment management as an important element of our fiduciary services
  • Online 24/7 account information
We take pride in knowing our clients and their trusts personally. We work with you through each aspect of planning your legacy, from getting started and guiding you through structuring a plan, to putting it into action to best ensure your current and future wishes are met.

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