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Overview

Estate Planning

Investment Management

Estate Planning



Oppenheimer Trust Company offers clients a complete line of trust services and products that complements the resources of their affiliate Oppenheimer & Co. Inc., a company with a heritage of over one hundred and twenty years of providing financial guidance to its clients.

Oppenheimer Trust Company was created to address two issues of great concern to high net worth individuals: control and continuity of service. By helping you establish a personal trust today, we help grow and preserve your assets for the future. Also, we make available to both you and your heirs the full benefit of Oppenheimer & Co.'s investment management services.