About BlackRock Trust
Over 145 years of fiduciary excellence and family stewardship
Our Story
Founded in the wake of America's Centennial, BlackRock Trust emerged from a simple but profound belief: that true wealth is measured not in dollars alone, but in the legacies families build across generations.
Our founder, Alexander Whitmore, established the firm with a commitment to fiduciary integrity that remains our guiding principle today. From our earliest days managing the estates of New York's prominent families, we have grown methodically — never losing sight of the personalized service that defines our approach.
Through economic cycles, market transformations, and the evolving needs of the families we serve, BlackRock Trust has remained an independent, family-owned institution dedicated to one mission: preserving wealth and building legacies.
Mission & Values
Our principles guide every decision we make and every relationship we build.
Integrity
We adhere to the highest standards of fiduciary responsibility, always placing our clients' interests above our own. Trust is earned through transparency and unwavering ethical conduct.
Excellence
We pursue excellence in every aspect of our work, from investment research and portfolio management to client service and operational precision. Mediocrity has no place in legacy stewardship.
Stewardship
We view ourselves as temporary custodians of our clients' wealth, charged with preserving and growing assets for future generations. This long-term perspective shapes every strategy we recommend.
Innovation
While rooted in timeless principles, we embrace innovation — leveraging advanced analytics, sustainable investment strategies, and modern technology to better serve our families.
Partnership
We build enduring relationships with our clients, their families, and their advisors. True partnership means being accessible, responsive, and deeply invested in our clients' success.
BlackRock Trust by the Numbers
Decades of experience, billions in trust, thousands of families served.
Our Leadership
Meet the experienced professionals guiding BlackRock Trust's mission of multi-generational wealth stewardship.
James P. Whitmore III
Four decades of leadership in wealth management and fiduciary services.
Elizabeth H. Chen
Twenty-five years of institutional investment expertise.
Michael T. Reynolds
Leading trust and estate planning across the firm.
Sarah K. Wellington
Expert in multi-generational family governance and wealth education.
Ready to Begin Your Legacy?
Discover how BlackRock Trust can help preserve your family's wealth for generations to come.
Schedule a Consultation