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50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

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Bryn Mawr, PA 19010 610-581-4910
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logo_bmt-delaware

The Bryn Mawr Trust Company of Delaware offers clients The Delaware Advantage. We provide wealth management strategies that utilize the range of legal and business advantages that are part of Delaware’s exceptional trust and tax environment.

Working with legal, tax and financial advisors, we take a collaborative approach, creating the most effective wealth transfer and investment solutions for individuals of wealth, their families, corporations and business owners.

Delaware’s most significant advantages

  • Tax advantages for wealth protection and wealth transfer
  • A world-renowned legal system with specialized expertise in fiduciary and corporate matters
  • Flexibility of investment strategy and execution
  • Favorable rules pertaining to dynasty, directed trusts and domestic partnership
  • Laws sensitive to clients’ need for confidentiality

World-class wealth management at The Bryn Mawr Trust Company of Delaware means easy access to a full range of financial services, personal as well as for business, including retirement planning, philanthropic giving and perpetual dynasty trusts.

8 Good Reasons to Choose Delaware

The State of Delaware is one of the most business and tax-friendly states in the U.S. Incorporating a business or setting up a trust in Delaware provides individuals, their families, companies and institutions unparalleled possibilities for preserving, protecting and transferring wealth. Affluent individuals and corporations from all 50 states consistently choose Delaware for its many wealth management advantages:

Full Array of Advantages

While several other states and off-shore areas may provide some advantages, only Delaware has the full suite of business and tax advantages, allowing for greater investment flexibility and more financial-planning opportunities.

Business-friendly Corporate Law

Delaware General Corporation Law is one in which the Chancery Court, the Legislature and the Secretary of State respond from the vantage point of business rather than bureaucracy. The Chancery Court sets precedents in U.S. business and trust law.

On-Shore Location

Conveniently located near New York City, Philadelphia and Washington, DC, Delaware’s U.S. jurisdiction provides many advantages to business owners and individuals.

Tax Savings

In addition to tax advantages for business, Delaware’s laws can provide income tax savings for trusts provided certain conditions are met.

Dynasty Trusts

Unlike many other states, Delaware allows trusts for individuals to continue perpetually without being subject to additional transfer taxes. Lacking Delaware remainder beneficiaries, there are no income taxes applied to income retained by the trust.

Asset Protection Trusts

Provided certain conditions are met, irrevocable trusts are can be protected from creditors even while the individual setting up the trust retains certain benefits.

Total Return Trusts

Delaware law is very flexible in allowing trustees to redefine income in the trust to satisfy long-term growth goals and ongoing income needs of beneficiaries.

Confidentiality/Flexibility

For both business and trusts, Delaware has favorable rules governing privacy that are sensitive to a client’s need for confidentiality and contractual flexibility.