Building a lasting legacy
What kind of legacy would you like to leave? The answer is different for everyone. We understand that you are unique, with your own goals, dreams and aspirations. Your fiduciary needs are our main focus. Our fiduciary specialists are passionate about transforming your needs into a bespoke solution.
Many of our clients are now third generation. At Old Mutual Wealth Trust Company, we value long-term personal connections. We ensure that we not only preserve the trusted relationships but also preserve your family’s wealth for generations to come. In partnership with your financial planner, we strive to give you peace of mind knowing that you are able to leave a legacy meaningful to you.
With over 100 years of combined experience, our specialists have the knowledge, skills and insight to find the best solution appropriate to you.