Our mission is to provide the best possible service when administering a Trust.
We value clear responsive communication when explaining the sometimes complicated tax and fiduciary issues related to a Trust. A Trust is only as good as its Trustee, and we strive to provide the best possible Trustee service.
Our History
Champlain Trust was formed in 2014 by two experienced trust and tax attorneys to provide truly independent and responsive professional Trustee services to wealthy and entrepreneurial families, as an alternative to other institutional Trustees.
To date, we have grown by word-of-mouth to approximately $250 million in assets under
management. Our hope is to attract a limited number of new Trusts. Champlain Trust has offices in Vermont and New Hampshire.
Our Core Values
As your independent trustee, Champlain Trust is guided by the following core values:
Clients Come First
We aim to provide a unique combination of attentiveness and expertise to explore what’s possible for our clients across the full range and complexity of their needs.
Commitment to Integrity
We are committed to providing services with uncompromising integrity to the highest standards, and as licensed professionals we must meet those standards everyday.
Building Trust
We provide transparent, competent and responsive service, in hopes that you will come to trust us implicitly.
Need help? Call us to learn more about how we can help you.
Call Now: 802-773-9100Meet The Team
Formed by two experienced trust and tax attorneys.
Champlain Trust is a collaborative association of trust and estate planning attorneys with clients in need of independent professional Trustee services. If you are an attorney whose clients can use our services, please let us know. Please give us a call.
