Sole Trustee
We assume all fiduciary responsibilities for managing a trust according to its terms, including investment and administration.
Successor Trustee
We assume all fiduciary responsibilities when the current trustee is unable or unwilling to serve or a change in trustee is made by the trust’s terms.
Co-Trustee
We serve as trustee with the individual(s) designated in the trust and assume shared or independent responsibilities as determined by the trust terms.
Agent for Trustee
We serve in a contractual relationship to assume such duties as designated in the agreement with the individual trustee(s).
Directed and Administrative Trustee
The Rockefeller Trust Company (Delaware) can serve as a directed trustee or administrative trustee, pursuant to Delaware law.
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Disclosures
Investing involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.