#United States #Sioux Falls #ACR Group #Trust Services #Clermont Trust USA

A New Era in Trust Services

In a groundbreaking move, ACR Group, LLC has launched Clermont Trust USA, LLC, a newly chartered trust company based in South Dakota. This company is poised to transform the landscape of trust services, focusing on a client-centered model that promises to deliver exceptional results. With over two centuries of collective experience in fiduciary and financial services, the leadership at ACR Group is well-equipped to realize this ambitious undertaking.

Leadership with a Vision

Focusing on quality and commitment, ACR has assembled a remarkable team of professionals to guide Clermont Trust USA. At the helm are Bob Hogan, a Certified Public Accountant and the CEO and President of ACR Group, alongside Jennifer Zelvin McCloskey, a seasoned attorney and Chief Fiduciary Officer. Together with a talented board that includes financial experts like Martin Chesler and Elliot Goodman, the team is prepared to set a new benchmark in trust administration.

Hogan acknowledges, "Every client's situation is unique, and we strive to help them achieve their financial objectives with confidence." Their dedication to understanding individual client needs underpins their approach, putting the client at the heart of their operations.

A Client-Centric Trust Model

Clermont Trust USA introduces a fresh perspective on trust administration. The company prioritizes bespoke, independent solutions, ensuring affluent clients and their advisors receive the personalized attention they rightfully expect. By offering comprehensive trust solutions directly to advisory firms, they eliminate the intricacies and expenses associated with developing in-house platforms, thereby enhancing the advisory process.

Hogan further elaborated on this independent model, stating, "Operating as a South Dakota trust company allows us to leverage one of the country's most accommodating jurisdictions for trust administration, known for its flexible and progressive trust laws. Our high-touch service model, complemented by robust technology, provides tailor-made trust solutions that reflect each client's unique circumstances."

Expanding Beyond Traditional Services

What's particularly noteworthy about Clermont Trust USA is its strategic focus on addressing the complexities inherent in wealth transfers and multi-generational planning. This service is essential for affluent clients, especially in today's more connected financial landscape. The firm emphasizes managing cross-border wealth, along with long-term estate planning and intricate transactions, utilizing a personalized approach that distinguishes it from traditional trust services.

As Martin Chesler, Chairman of ACR Group, remarks, "Our mission is to cultivate lasting relationships by delivering outstanding trust services and customized solutions." Such commitment is designed to help clients navigate their financial journeys with peace of mind, reinforcing the idea that Clermont Trust thrives in serving families across generations.

Future Aspirations

Welcoming clients now, Clermont Trust USA aims to establish itself as the preferred choice for wealth management firms nationwide. As it carves its niche in the trust services industry, the company stands ready to offer sophisticated solutions that align seamlessly with clients' succession plans and wealth management strategies.

To discover more about how Clermont Trust USA can assist you and your financial strategies, visit www.clermonttrustusa.com. For inquiries, contact Bob Hogan directly at [email protected]

In summary, with Clermont Trust USA, ACR Group is ushering in a new era of trust services, characterized by a profound understanding of client needs, comprehensive solutions, and long-term relationship building. This innovative venture is not just about trust; it's about creating a legacy.