# Trevor Stewart Burton and Jacobsen

Trevor Stewart Burton and Jacobsen is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** tsbjinc.com
- **LinkedIn:** https://www.linkedin.com/company/trevor-stewart-burton-jacobsen

## Regulatory record

- **Reports private funds:** No

## About

Trevor Stewart Burton and Jacobsen is a wealth management firm based in New York, US, with a focus on North America.

## Questions

### Does the firm offer trust and estate services in addition to investment management?

Yes. The firm's charter enables it to act as corporate trustee, executor, and agent for fiduciary accounts, making it more than a standalone investment advisor. This capacity allows the partnership to manage trust assets for multiple generations of the same family, handling trust accounting, tax filings, distributions, and investment policy in a unified structure. This integrated model is a structural feature of the firm's value proposition to wealthy families.

### Who makes investment decisions at Trevor Stewart Burton and Jacobsen?

An internal investment committee composed of the firm's senior partners oversees all asset allocation and manager selection decisions. The precise composition of the committee and the names of current partners are not publicly disclosed, reflecting the firm's deliberately low-profile market posture. This committee structure is typical for partnership-model RIAs where principals share collective responsibility for investment outcomes.

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- [Treuco](https://altss.com/profile/treuco)
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Last updated: 2026-06-03T20:00:00.000Z

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