Wyoming · Public trust company
Sepio Trust Company
Services offered
- Directed trustee services
- Delegated trustee services
- Discretionary / full trustee services
- Trust formation and structuring guidance
- Tax coordination, beneficiary reporting, philanthropy facilitation, and entity management (as described by the firm)
Who it is for
- Multigenerational families
- Families already in or considering a Sepio Capital advisory relationship
- Advisors who want flexible Wyoming trustee roles
Sourced facts
- Trust page states fiduciary oversight is rooted in legal oversight by the Wyoming Division of Banking and a local presence in Jackson, Wyoming.
- Wyoming Trust Association member entry describes an independent Wyoming-chartered trust company based in Jackson working with Sepio Capital.
- Firm materials describe experience with multigenerational family trusts since 2007 (advisory history; confirm what applies to the trust-company charter itself).
Notes
Sepio Trust Company markets Wyoming directed, delegated, and discretionary trusteeship from Jackson, working alongside Sepio Capital’s multifamily-office advisory platform. That flexibility is useful — and it is the conflict to underwrite.
Treat “independent Wyoming-chartered trust company” as a claim to verify on the Division of Banking list before the engagement letter.
What to verify next
Confirm the Wyoming Division of Banking charter listing and which legal entity signs. If the RIA is staying outside Sepio Capital, get a directed appointment that keeps investment discretion off Sepio’s desk. If the family wants Sepio Capital to manage assets, say so and price the affiliate conflict. Ask where administration occurs (Jackson vs other Sepio offices) for situs.