Your Heritage

Plan for the future, protect what matters, and prepare the next generation of your legacy.

How We Help

Adelphi Trust Company provides you with an experienced, trusted fiduciary skilled in settling estates of all complexities including unique assets such as real estate, artwork, and closely held businesses. As your trustee, we provide you and your beneficiaries the advice and responsiveness appropriate to protect your intentions and legacy. Delight in the life you’ve built with the peace of mind that you’re well taken care of.

  • Trust Administration
  • Trust & Estate Settlements
  • Agent for Trustee
  • Custodial Services
  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Trusts
  • Special Need Trusts
  • Testamentary Trusts
  • Life Insurance Trusts
  • Directed Trusts
  • IRAs

A Dedicated Partner
for Every Need

Protecting Wealth, Preserving Legacies

Safeguard the results of your life’s work for you and your heirs through major life events while keeping your legacy intact for generations to come.

Expert Knowledge and Resources

At Adelphi, we have over a century of combined legal and fiduciary experience helping families and organizations like yours establish goals and implement solutions.

Collaborative, Empowering Partner

Find a true ally to guide and support your beneficiaries throughout their life with prudent, long-term advice.

Enjoy Today, Protect Tomorrow

Maintain the lifestyle you enjoy and plan for a retirement you’ll love with the peace of mind that comes with our undivided loyalty.

Your Best Interests
at Heart

You can count on us to provide clarity in complex situations, prioritize your unique goals, and balance the best interests of both grantor and beneficiaries.


Establishing a trust can be beneficial for anyone who would like to ensure that their assets are distributed in a specific way to someone or an organization in case of an unexpected life event or transition.  Anyone who has specific estate planning goals including charitable giving, tax reduction or ensuring your assets are protected for future generations will benefit from forming and funding a trust.

A trust reduces the time it takes for beneficiaries to receive their distributions, helps minimize taxes, ensures more privacy upon death, and improves the process of transferring money. It also allows a grantor to provide specific instructions on when and how assets should be distributed.

The term “corporate trustee” can sound a bit clinical, and it’s understandable why many clients first instinct is to assign someone they know personally. Unfortunately, as an attorney, I have seen firsthand that the vast majority of trust litigation occurs with family member trustees. Acting as a trustee is a complex and demanding position, and not every individual has the experience or time to successfully fulfill the role. As a trustee, the individual is assuming personal liability, which is a significant burden to place on someone who likely does not have the experience necessary to ensure all laws are followed, the grantors’ wishes are fulfilled, and the beneficiaries are taken care of as required.

At Adelphi Trust, we are devoted experts with over 100 years of combined experience. We are deeply familiar with the statutory requirements and legal and fiduciary responsibilities as well as the best practices for complex types of trustee roles, such as of a trust for a child with special needs. Unlike an individual, corporate trustees are able to continue their work in perpetuity, without a need for a complex succession plan.

As your trustee, we will serve as an objective, conflict free advisor, ensuring your plan is secure yet agile enough to meet your changing needs, or those of your beneficiaries, throughout your lives and beyond.


Get the latest news and resources from Adelphi Trust Company.

In The News

As Seen In: St. Pete Catalyst

Adelphi becomes state’s first female-founded trust company ” . . . Adelphi’s motto is “we


Investment Services

Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.


May lose value
No bank or trust company guarantee
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