Jackson Hole, Wyoming
Our office serves the western-based wealth management client in the tax-favorable state of Wyoming. Wyoming has a well-deserved reputation as an excellent location to form a new trust or migrate existing trusts. With no state income tax, no estate or gift tax, and low property taxes combined with its fiscally sound state government, Wyoming ranks as a superior choice for our clients’ wealth planning, trusts & estate, and private banking needs.
Led by Chairman Kay Jones, our team of eight financial experts in Jackson Hole include two Certified Financial Planners, one JD and one Certified Trust and Financial Advisor. Our vast resources both locally and firm-wide offer institutional quality investment management along with integrated wealth planning, trust and fiduciary services, and private banking to high-net-worth families, individuals, and businesses.