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Arboretum Wealth & Trust Management
Arboretum Wealth & Trust Management was identified in records as an asset owner operating in the wealth management space. No further details on asset classes,...
Arboretum Wealth & Trust Management
Arboretum Wealth & Trust Management was identified in records as an asset owner operating in the wealth management space. No further details on asset classes, portfolio holdings, or geographic deployment beyond the headquarters location were available. The firm maintains a website at www.awtm.com.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
Location
Region
North America
Country
United States
City
Lisle
Corporate office
Lisle, United States
Sector focus
Frequently asked questions
Is Arboretum a fiduciary for client accounts?
Yes. As a registered investment advisor and non-depository trust company, Arboretum operates under a fiduciary standard, legally requiring it to act in the best interest of clients. The firm does not hold a broker-dealer license, so it does not execute commission-based trades or sell proprietary investment products.
What types of trusts does Arboretum administer?
Arboretum serves as corporate trustee for a range of personal and family trusts, including revocable living trusts, irrevocable life insurance trusts, testamentary trusts, charitable remainder trusts, and special-needs trusts. The firm combines trust administration with its in-house portfolio management.
Does Arboretum act as a corporate executor?
Arboretum can serve as executor of an estate, working with family members and legal counsel to administer probate assets, settle creditor claims, and distribute property according to the will. The firm's trust charter grants it the corporate powers necessary to fulfill estate settlement duties in Illinois.
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