ABOUT US
 

Sorrell Private Trust (SPT) is a non-deposit taking trust company licensed and regulated by the Treasury Board and Finance Department of the Government of Alberta.

 

SPT is unique.  We are completely independent and operate as a Family Office Trust Company providing customized, personal trust services to our clients.

 
SERVICES
 

Sorrell Private Trust provides customized, personal trust, estate and family office services to its clients including:

 

  • Trustee, Co-Trustee and Agent for Trustee

  • Executor, Co-Executor, and Agent for Executor

  • Trust and Estate Administration

  • Power of Attorney

  • Charitable Trusts (Philanthropy Services)

  • Family Office Services (including family governance, education and risk management)

  • Asset Protection

  • Estate and Business Succession Planning

  • Tax Planning

 
SENIOR TEAM
 

Sorrell Private Trust has a team of dedicated professionals whose focus is to be the Gold Standard in providing exceptional service to its clients.

 
It would be our pleasure to serve you.

For more information, please contact us by phone or email.

© 2019 Sorrell Private Trust Company Inc.

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