Delaware · Public trust company
Brandywine Trust Company, LLC
Services offered
- Fiduciary / trusteeship
- Tax planning support
- Custodial and administrative services
- Coordination with affiliated investment advisory entities (as disclosed)
Who it is for
- A limited number of ultra-high-net-worth families (as described by the firm)
Sourced facts
- Named as a state non-deposit trust company on the Delaware OSBC financial-institutions list as of 26 August 2026, at 7234 Lancaster Pike, Suite 300, Hockessin, with Richard E. Carlson listed as President/CEO/Secretary.
- Firm disclosures state Brandywine Trust Company, LLC is a Delaware state-chartered non-deposit trust company regulated by the Delaware State Bank Commissioner.
- Homepage (accessed 2026-09-07) states Brandywine Trust Company, LLC is currently responsible for approximately $16.7 billion of client capital, of which approximately $13.9 billion is invested in entities managed by Brandywine Managers, LLC. Disclosures say “client capital” on the site is net client capital under responsibility of all Brandywine Trust Group subsidiaries.
Notes
Brandywine Trust Company, LLC is a Delaware state non-deposit trust company on the Office of the State Bank Commissioner list, with principal office at 7234 Lancaster Pike, Suite 300, Hockessin. It sits inside Brandywine Trust Group beside SEC-registered advisory affiliates.
This is a family-office-style fiduciary platform, not a product-free directed boutique. Use it when the family wants that integrated model — or document a directed split that keeps the book outside Brandywine Managers.
What to verify next
Confirm the OSBC listing and that Brandywine Trust Company, LLC — not another Group subsidiary — is the trustee of record. If the RIA is outside Brandywine Managers, get a written directed/administrative appointment that keeps investment discretion off the house. Treat the $16.7B / $13.9B figures as firm-published Group capital figures with the disclosure caveats, not a regulatory AUM filing. Ask for a current fee schedule and unique-asset appetite.