Arden Trust Company

Behind the scenes of Arden Trust's "Takeaways" podcast hosted by President Doug Sherry, JD!   Doug sits down with Arden Trust's Senior Trust Officer Kina Franklin, MBA, CFP®, AIF® and Chief Fiduciary Officer Adam Davis to dig into what fiduciary responsibility really looks like in practice and the value of a strong trustee.    Keep an eye out for our episode here: https://lnkd.in/gaFp_JQB

Peace of mind comes from knowing your client’s wishes will be honored exactly as intended. As we begin the year, the focus should be on clarity, not urgency. Establishing a comprehensive trust plan now provides confidence long before it is required. Planning today is the best way to secure certainty for tomorrow. Partner with us and plan comprehensively with your clients: https://lnkd.in/df8VXDbr

“Philanthropy transcends generations,” says our President Doug Sherry, JD. Legacy is more than wealth transferred; it is purpose carried forward. Trusts serve as essential vehicles for this impact, ensuring that charitable intent is preserved and executed exactly as envisioned. By integrating philanthropy into trust planning, families turn shared values into a lasting strategy that endures beyond a single lifetime. Build your legacy with Arden Trust: https://lnkd.in/gnTtgY7R

A holistic trust perspective means no one works in isolation. Trusts work best when trustees, advisors, attorneys, and families work together. Arden Trust’s role is cooperative, not competitive. Our experienced professionals handle the complex duties of administering a trust so you can focus on guiding how your clients' assets are invested. Read how we work with you to provide quality services to your clients: https://lnkd.in/df8VXDbr

We’re excited for the #KestraAscend2026 conference next month, hosted by Kestra Financial! Last year, our leadership team spoke about leveraging trust services to secure asset retention during the Great Wealth Transfer. We’re looking forward to hearing from Doug Sherry, JD again this year, in addition to other leaders at Arden Trust. Read insights from our leaders to get excited for more words of wisdom: https://lnkd.in/g9hDu_YS

We’re proud to recognize David McCrea, Arden Trust's VP Trust Officer, for consistently going above and beyond in service of our clients and our team. David has taken on some of our most complex trust matters with urgency, ownership, and care. During a recent asset transfer, he personally ensured every detail was handled—from coordinating paperwork to securing Investment Committee approvals—stepping in proactively to keep things moving when it mattered most. Time and again, David jumps headfirst into challenging situations, engaging outside experts, digging into historical documentation, and driving timely, complete solutions. Thank you, David, for the momentum you create and the standard of excellence you set every day.

January is Financial Planning Month. Trust planning is where clarity begins. Financial planning often focuses on assets. Trust planning focuses on intent, ensuring the faithful execution of the trustee’s wishes. At Arden Trust, we work with advisors to provide trust services designed to support families and preserve relationships for generations. Learn more about the comprehensive trust services we provide: https://lnkd.in/guAesGeq

As we close out 2025, we want to take a moment to express our gratitude to our amazing partners and advisors. Your support and collaboration have been invaluable. We are excited for the opportunities that lie ahead and look forward to a successful 2026. Cheers to new beginnings and continued success!

From the Arden Trust team, Happy Holidays! ❄️ We are honored to be the partners you trust to safeguard family legacies. Thank you for a wonderful year of collaboration. Wishing you a season filled with peace, joy, and cherished moments with loved ones.

As we wrap up 2025, check off this list before the ball drops: ✅ Beneficiary designations – Are they up to date? ✅ POAs & Healthcare Directives – Are the right people empowered? ✅ Trust language – Are distribution terms and successor fiduciaries still aligned with intent? Complex reviews don’t have to be stressful during the holidays. We can help make the process manageable so you can finish the year with peace of mind. Learn more about the Arden Advantage: https://lnkd.in/df8VXDbr