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.
20+
Years combined experiences
50+
Clients under management
$250M
In client assets*
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 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 conducting our business with uncompromising integrity to the highest standards. We seek to act as good stewards on behalf of every client and we are committed to doing right by them.
Care for Community
We offering clients guidance on their priorities, and seeking partnerships in communities where our colleagues live and work to improve the lives of our neighbors.
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, seeking for new team members.
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.
