Dunham Trust Company (Dunham Trust) is a privately held trust company. It is licensed in the states of Nevada and Colorado and is regulated by the state of Nevada, Department of Business and Industry, Financial Institutions Division. Dunham Trust opened in 1999 with the core belief that cultivating highly personal service would make a positive difference in providing exceptional trust administration services. Whether we are working with a family running a business or assisting a wealth manager, building lasting relationships has been and continues to be our key to sustained success. Our senior trust officers interact directly with you so you can benefit from their extensive trust administration, operations, and investment management expertise. We look forward to working together with you to build a legacy that lasts for generations. Our business development staff includes experienced estate planning attorneys who stay the course from the first conversation to introduction to your family’s Dunham team while providing perspective and strategy and collaborating with the client’s counsel and advisors to assure a better plan and greater success.
Trust Services. Dunham Trust provides trustee services for a significant variety of clients and trust structures. Because of our Nevada jurisdiction, our clients enjoy superior asset protection and tax planning for multi-generational wealth preservation. Our senior team offers stewardship of complex business and real estate dynastic plans where we work closely with clients to best time and implement major transitions – often the greatest life-changing transition a family will ever encounter. Sometimes inside of these transitions, and sometimes “stand-alone”, Dunham Trust also administers special need and guardianship clients, insurance trusts, business and tax planning, estate settlement (court-supervised and revocable trust) and successor trusteeships, and charitable trusts and foundations.
History and Hallmarks. Jeffrey A. Dunham is the Chairperson and CEO of Dunham Trust. Acting as an industry visionary, Jeffrey launched Dunham and Associates Investment Counsel (Dunham) in 1985 upon the premise of performance-based advisory compensation. In his view, performance based advisory compensation provides investors with a level of accountability which is as important today as when he founded DAIC. In the 1990s, Mr. Dunham expanded his private client business model to work with Financial Advisors. As relationships with financial advisors and direct clients deepened, Mr. Dunham repeatedly encountered the challenge of finding a professional trustee partner willing to recognize and nurture the team of client, financial advisor, and trustee. As a result, in 1999, Dunham Trust was established in Nevada to offer an independent trust company willing to serve clients, their financial advisors and most importantly, the overall goal of stellar dedication and service.
In 2007, Dunham Trust and Dunham passed $1 billion Assets Under Administration (“AUA”);in 2014, we passed the $2 billion mark, and in 2023, we presently administer approximately $4 billion in assets, including marketable securities, real estate, royalties, and various other alternative assets. We have also enjoyed growth by partnering and purchasing, including the 2009 acquisition of Adagio Trust Company, the 2015 acquisition of personal trust assets of Provident Trust Group and Cache Bank & Trust, and the purchase of the assets of Guardianship Services of Nevada (Reno, Nevada in 2019) and Professional Estate Administrators (Las Vegas, Nevada in 2020).
