#United States #Wilmington #Private Wealth #Alvarez & Marsal #Trust Company

Alvarez & Marsal Private Wealth Partners Launches Trust Company

On March 3, 2026, Alvarez & Marsal Private Wealth Partners (AMPWP) in conjunction with A&M Inc., announced a major milestone in wealth management by unveiling the Alvarez & Marsal Trust Company, National Association (AM Trust). This new entity is dedicated to delivering expert fiduciary services tailored for a variety of clients, including individuals, families, family offices, and foundations.

The Legacy of Fiduciary Excellence

Founded in 1983 by Tony Alvarez and Bryan Marsal, Alvarez & Marsal has built a strong reputation in the fiduciary space, and AM Trust continues this legacy. Based in Wilmington, Delaware, a state known for its progressive trust laws, AM Trust plans to offer a range of fiduciary services. These include professional trustee services, estate settlement, philanthropic advisory and management, as well as assistance with family business and real estate matters.

As an independent and impartial advisor, AM Trust will guide clients through the complexities of legal, tax, and administrative issues, ensuring that family intentions are effectively executed. Tony Alvarez II, Co-Founder of Alvarez & Marsal, emphasized the purpose behind this launch stating, "AM Trust is an extension of our firm's fiduciary heritage and culture of helping our clients navigate sophisticated issues."

Commitment to Excellence

Peter Sacripanti, Chairman of AMPWP noted the team's commitment to deliver exceptional service to families. "I have served as a fiduciary for leading businesses and wealthy families my whole career. The opening of our trust company is an extension of that work. With the top talent we have hired, we are making a commitment to families that we will be there to execute at the highest level."

Jonathan Fitzgerald, the Co-Founder of AMPWP and Head of Wealth Planning, highlighted the importance of a cohesive fiduciary platform that enhances wealth planning services. He expressed that, "Launching our fiduciary platform reflects our view that a comprehensive fiduciary offering should complement wealth planning services. By integrating our fiduciary team with our wealth planning process, we can help clients implement plans with coordinated support across trusts, estates, and other key assets."

Leadership at AM Trust

The new company will be directed by Elizabeth "Beth" King, who comes with nearly 20 years of experience in trust and estate planning, philanthropic advisory, and fiduciary governance. Her previous roles include leadership positions at Brown Brothers Harriman and J.P. Morgan's Delaware Trust Company. Beth King stated, "We bring a modern approach to fiduciary services. Leveraging the operational expertise and fiduciary legacy of AM, we are well-positioned to execute with the knowledge and care required to be there for our clients when they need us most. Our goal is to be the fiduciary of choice because of our client service, expertise, execution, and flexible approach."

Conclusion

The launch of the Alvarez & Marsal Trust Company marks a significant advancement in AMPWP's commitment to serving ultra-high-net-worth families and individuals. By combining a rich heritage with modern fiduciary practices, AM Trust is set to be a vital partner for families navigating their financial futures. As they move forward, the emphasis will remain on providing exemplary service and advice to facilitate the execution of complex financial and estate plans.