Trust Management Services in Wyoming
Legacy, Advice, Partnership, Preservation, Philanthropy, Values, Governance
As part of Sepio’s broader advisory services, Sepio Trust Company helps multi-generational families optimize their current and future financial goals through innovative, independent, and relationship-focused trust management services in Wyoming.
wyoming advantages
tax benefits
Wyoming does not impose state income, corporate income, or estate taxes, ensuring efficient and advantageous wealth accumulation and transfer.
- No state income tax
- No corporate or LLC income tax
- No gift, estate or inheritance tax
- Low insurance premium tax
- Low property tax
These benefits allow families to grow and preserve wealth across generations while minimizing the tax burden.
flexible structures
Wyoming permits flexible and unbundled trust structures, allowing clients to remain involved in the trust asset management process and take advantage of Wyoming trust laws.
- Directed and delegated trusts allow families and their trusted advisors to retain control over investment and distribution decisions
- A Wyoming dynasty trust can last up to 1,000 years, supporting unfettered generational wealth transfer
- Flexible laws permit decanting and modification of existing out-of-state trusts
These structures support dynamic, modern trust management while maintaining control for families and their advisors.
privacy advantages
Wyoming remains one of the safest and most efficient jurisdictions, offering enhanced asset protection and client confidentiality.
- Wyoming trusts are not required to register
- Trust documents are not publicly disclosed
- Privacy laws provide strong protections for high-net-worth families and complex estates
FULL SERVICE
TRUSTEE PLATFORM
Sepio works closely with clients and their advisors to implement and administer trust structures consistent with their strategic and financial goals. Our experienced family trust advisors provide thoughtful, coordinated administration that protects your legacy and simplifies execution.
From our Jackson, Wyoming office, Sepio Trust Company delivers the best collective advice and the highest level of service.
Whether your focus is on providing for future generations or maximizing your impact, your needs are unique. Sepio Trust Company was built to partner with you to establish your goals, preserve your legacy, AND ensure your values and priorities are upheld.
Our Core Services
Sepio Trust Company offers full trust management services in Wyoming tailored to complex family and multigenerational needs. Our core services include:
- Trust formation and structuring guidance
- Investment and distribution oversight
- Tax coordination and compliance support
- Beneficiary communication and reporting
- Philanthropy facilitation and charitable tracking
- Entity management and operational execution
- Expense tracking, bill pay, and disbursement management
- Seamless onboarding and ongoing advisor coordination
We offer these services under both Directed and Discretionary client relationships, depending on client preferences and advisor involvement.
DIRECTED
TRUST SERVICES
Under this model, the investment, distribution, and administration of trust assets are unbundled and can be managed by separate committees. This allows for enhanced client involvement and flexibility. Sepio’s business model allows us to serve in any of these capacities, supporting dynamic trust management while preserving long-term control.
DISCRETIONARY
TRUST SERVICES
Under this model, one corporate trustee retains responsibility for all three fiduciary functions: investment, distribution, and administration. Partnering with Sepio Capital to perform the investment duties of the trust, Sepio Trust Company delivers reliable, comprehensive trust management services in Wyoming for families seeking long-term stability, protection, and simplicity.
Why Families Choose Sepio
Working with Sepio means more than outsourcing trust administration. We act as strategic partners, offering:
- Deep experience with multigenerational family trusts
- Independent fiduciary oversight rooted in legal integrity
- Strong coordination with estate planning attorneys and tax professionals
- Flexible trustee roles: directed, delegated, or discretionary
- Long-term alignment with your values, vision, and family governance
- A local presence in Jackson, Wyoming, with national reach
As trusted family advisors, Sepio serves not just your trust, but your family’s future.
