Sunstone Trust Company is a newly chartered trust company (California Certificate of Authority #2676) bringing innovation to the trust company industry. We are agile, flexible, and can serve client needs comprehensively or in partnership with their existing professional advisors. We enhance our partners’ relationships with their clients. We can work with clients who have complex needs and unusual or complex assets. We do not require account minimums. Why do clients love us? 🔸We provide terrific service. Because we are small and agile, we make decisions quickly, we respond promptly, and are flexible and creative in meeting our clients’ needs. 🔸We can be a corporate trustee for any trust, including Spousal Trusts, Dynasty Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Charitable Lead Trusts, Charitable Remainder Trusts, Grantor Retained Annuity Trusts, and Special Needs Trusts. 🔸We can manage any asset, including stock and bond portfolios, commercial real estate, residential real estate, and private company stock. 🔸We offer our fiduciary clients access to our proprietary common trust funds. 🔸We understand immigrant communities. We are majority-owned by first- generation immigrants and we specialize in protecting the wealth and serving the interests of families and individuals who have immigrated to the United States or who desire to do so. Our personnel speak Chinese and Vietnamese and our website is available in English, Traditional Chinese, Simplified Chinese, and Vietnamese.