Your first call and trusted word for every milestone in life.
Adelphi Trust Company provides comprehensive, tailored trust solutions from a trusted fiduciary who will walk beside you through your worries and your wins, so you can rest assured that you’re protected from every angle.
Our Story
Adelphi Trust Company is Florida’s first and only women-founded and owned trust company. Our team brings over a century of combined experience across banking, trust and estate law, trust operations, risk management, compliance, and wealth management. As a client of Adelphi Trust Company, you can feel confident that your best interest is at the center of all we do. We are your deeply committed ally walking alongside you, protecting your legacy and preserving your wealth through every milestone in life.
Solving Problems, Earning Your Trust
We exist to protect, guide, and safeguard the wealth and financial futures of our clients and those they love most. As a safe keeper and lifelong fiduciary, we advocate for and educate the families and businesses we serve with a commitment to provide a single source of truth, especially in the face of challenges.
Peace of Mind
We take care of the details so you sleep at night.
Trusted Partner
As your fiduciary, we’re by your side through every milestone.
Advocacy
We’re committed to understanding your intentions and preserving your legacy.
Reasoned Guidance
Direct access to seasoned professionals who have the experience and advice you’re looking for.
Clarity
We pride ourselves in making the complex understandable so you can make the decisions best suited to you.
Modern Operations
Innovative services that provide you the information you need, delivered conveniently.
A Dedicated Partner
for Every Need
Estate Settlement
For individuals, families and business owners, we provide attentive and continual communication with you and your estate attorney to effectively create and monitor an estate plan that protects your assets and creates an enduring legacy.
Wealth and Investment Management
Planning and guidance for your current and future financial security.
Our Story
Adelphi Trust Company is Florida’s first and only women-founded and owned trust company. Our team brings over a century of combined experience across banking, trust and estate law, trust operations, risk management, compliance, and wealth management. As a client of Adelphi Trust Company, you can feel confident that your best interest is at the center of all we do. We are your deeply committed ally walking alongside you, protecting your legacy and preserving your wealth through every milestone in life.
Adelphi Trust Company
Cares
We are dedicated to supporting our community, from sponsoring events to partnering with local organizations making a difference in our neighborhood.
Learn more about our community initiatives and get involved as a friend of Adelphi Trust Company
A Few of Our
Latest Insights
The Corporate Transparency Act Explained with Jill Creager, J.D.
The Corporate Transparency Act filing deadline for companies existing before the act went into effect is January 1, 2025. Companies created after the Act went into effect will have 90 days to file their initial BOI report. However, FinCEN recently announced that certain hurricane victims will receive an additional six months to submit BOI reports.
Adelphi Trust’s Co-Founder Katie Pemble Recognized as Top Entrepreneur by the Business Observer
PETERSBURG, Fla., April 29, 2024 – Adelphi Trust Company (Adelphi Trust) announced that its co-founder,
Adelphi Trust Company Strengthens Leadership Team
Tampa, Fla., Tuesday, Jan. 23, 2024– Adelphi Trust Company, a leading provider of financial trust
