Why Wealthgate Trust

Strategic

Trusts have to do more than protect your wealth from probate. Our clients have trusts that bring together their long-term goals, their family dynamics, and their financial plans.

Proactive

We get into the detail of what it takes to protect wealth for generations. We proactively work on your trust strategy, making sure to act on new opportunities for your family’s protection and tax efficiency.

Integral

We are an integral part of your planning team, as important to your financial well being as your investment advisor, estate planning attorney, and tax accountant.

Vigilant

It takes a vigilant approach to be this kind of trust company. That’s what we do for our clients everyday. We are redefining what it means to work with a professional trust company.

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Who We Work With

Our clients are the wealth creators of today. They are a select group of families that are taking a thoughtful approach to protecting their wealth so that it thrives into the future, with intention.

The Founder’s Story

Our founder needed to protect the assets of his family – successful software pioneers. He applied his legal, business, and tax expertise to create a progressive, flexible trust plan. His process saved the family millions of dollars, increased their tax efficiency, and created a thoughtful, clear plan for succession.

Leadership

Our team has decades of experience in trust and estate planning, finance, and trust administration. We’ve worked for blue chip banks, with new ventures, and entrepreneurs.

Alex Paul

Founder and CEO

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Frances Marshall

Chief Fiduciary Officer

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Elizabeth Deitch

Chief Financial Officer

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Advisors

Michael J. Threet

CPA, LLC Manager, Director Chief Financial Officer, Caltrol, Inc.

Ron Pierson

LLC Manager/Director Accountant with RSM US LLP, formerly McGladrey

Lou Harrison, Esq.

Co-Founder Harrison & Held, LLP