SP Advisors provides professional trustee and asset management services to clients looking to step away from the day to day operations and plan for their future and the future of their loved ones. In 2016, SP Advisors established SP Trust Partners Private Single Family Trust Company (PTC), a Limited Liability Company, in Jackson Hole, Wyoming. PTC offers trust services, notably in asset management and business interest management, and provides increased privacy, the separation of investment management from family businesses, and administration of estate, tax, and investment planning.
Family Office Services
In addition to SP Advisors' consulting and advisory work, we also have a growing family office asset management arm with roughly USD 25 mln in client assets under management. Our team actively managed a diverse portfolio of assets including real estate, retail, distribution, financial services, and agriculture. Having helped several of our clients grow their businesses, we have also become their advisor of choice as they look for wealth management.