Preserving Wealth.
Building Legacies.
For generations of family success
Our Services
Comprehensive wealth management and trust solutions tailored to preserve and grow your family's financial legacy.
Trust Administration
Expert trust management services ensuring your assets are managed according to your wishes with precision, transparency, and fiduciary care.
Learn MoreEstate Planning
Comprehensive estate planning strategies designed to protect your wealth, minimize tax exposure, and ensure smooth multi-generational wealth transfer.
Learn MoreInvestment Management
Sophisticated investment management grounded in disciplined research, strategic asset allocation, and a long-term perspective aligned with your goals.
Learn MoreFamily Office Services
Comprehensive family office solutions providing centralized wealth management, governance, and lifestyle services for ultra-high-net-worth families.
Learn MoreBlackRock Trust by the Numbers
Our track record speaks to the trust families place in us generation after generation.
A Legacy of Trust Since 1876
For over a century, BlackRock Trust has stood as a pillar of financial stability and fiduciary excellence. Founded in the aftermath of the Gilded Age, our firm was built on the principle that true wealth management extends beyond balance sheets — it is about shepherding family legacies across generations.
Today, we serve over 4,500 families with the same commitment to personalized service, prudent stewardship, and unwavering integrity that has defined our firm for more than 145 years.
Our Leadership
Guided by experienced professionals committed to preserving your family's financial legacy.
James P. Whitmore III
With over 40 years of experience in wealth management and trust services, James leads our firm with a vision centered on long-term client relationships and multi-generational stewardship.
Elizabeth H. Chen
Elizabeth oversees our investment strategies, bringing 25 years of institutional investment experience and a disciplined approach to portfolio management.
Michael T. Reynolds
Michael leads our trust and estate planning practice, guiding families through complex wealth transfer strategies with expertise in tax law and fiduciary administration.
What Our Clients Say
The trust our families place in us is our greatest measure of success.
BlackRock Trust has been our family's financial steward for three generations. Their thoughtful guidance and personalized approach have helped us navigate every market cycle with confidence.
The level of care and attention we receive from the BlackRock team is extraordinary. They truly understand our family's unique needs and have built a comprehensive plan that spans generations.
We transitioned our family's wealth to BlackRock Trust after years of disappointment with larger institutions. The difference in service quality, transparency, and genuine care has been remarkable.
Ready to Begin Your Legacy?
Take the first step toward preserving your family's financial future. Our team is ready to understand your unique needs and craft a strategy tailored to your goals.