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DM
TRUST COMPANY
30
South 17th Street
Philadelphia, PA 19103-4196
P: 215.979.1900
F: 215.979.1020
www.dmtrust.com |
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DM
TRUST COMPANY | | |
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DM
Trust Company assists high net worth individuals,
trusts and foundations to navigate the increasingly
complex process of international estate planning.
Our experienced and accessible professionals aid clients
in preserving and transferring wealth to future generations
while minimizing the effects of inflation and taxes. |
Unlike
many large trust companies, DM Trust Company offers
highly personalized client service. A senior member
of our management team works with each client personally,
focusing on the client’s specific goals and
concerns. Our clients can access their one point-of-contact
at any time for all of their estate planning needs. |
As
a Pennsylvania-chartered trust company and independent
affiliate of Duane Morris LLP, an international law
firm, our team can provide a wide range of legal and
business services to protect our clients’ assets
and oversee the many trusts that are often a part
of sophisticated estate plans. We are able to connect
our clients with an unmatched wealth of resources,
including legal, real estate, financial, accounting
and investment services through Duane Morris and its
other independent affiliates. |
Through
prudent management, a formal risk management structure
and strong client relationships, DM Trust Company
is able to implement creative yet conservative strategies
to preserve capital and transfer wealth within the
client’s family and to future generations. |
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OUR
PROFESSIONALS | | |
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Sheldon
M. Bonovitz, Chairman of the Board | smbonovitz@duanemorris.com
Stanley M. Joffe,
Chief Executive Officer | sjoffe@dmtrust.com | 215.979.1909
Antony R. Joffe,
President | ajoffe@dmtrust.com | 215.979.1943
Frank G. Cooper,
Vice President and Director | fcooper@dmtrust.com
Stanley A. Barg,
Vice President and Director | sbarg@dmtrust.com
Nora E. Pomerantz,Vice
President and Director | npomerantz@dmtrust.com
Frederick W. Dreher, Director | fwdreher@duanemorris.com
Charles J. O’Donnell, Director | cjodonnell@duanemorris.com
Deborah L. Hare,
Trust Administrator | dhare@dmtrust.com | 215.979.1921
Julie E. DiLeo,
Trust Coordinator | jdileo@dmtrust.com | 215.979.1262
Kathleen Buchanan,
Trust Administrator | kbuchanan@dmtrust.com | 215.979.1981
Grace Wathome,
Trust Assistant | gwathome@dmtrust.com | 215.979.1936
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