We Are a Strong, Well-Capitalized California-Licensed Trust Company.
We are proud to be one of only eight trust companies licensed by California.
In the United States, trust companies have a long and proud history of stability and strength. Alexander Hamilton founded the Bank of New York and Trust Company in 1784, while the Title Guaranty & Trust Company was established as the first in California in 1895. Both companies are still operating today.
We Are Carefully Regulated and Trustworthy.
Sunstone Trust Company is regulated by the Department of Financial Protection & Innovation and regularly examined to ensure we maintain requisite capital levels and comply with all applicable laws. The trust company industry has been stable in its 125-year history in California.
Our regulators, such as the DFPI Trust Services Division, strictly enforce laws that require us to be well-capitalized, to segregate client assets from corporate assets, and to strictly honor our duty to act as a true fiduciary for our clients.
See a summary of our capital and other financial metrics here. These metrics are consistent with the Call Report we are required to file with the DFPI.
We are committed to full compliance with all laws and regulations related to privacy of client information and data security.
We recommend you verify that any advisor, fiduciary, or trustee is licensed or chartered to provide the products and services they offer. It is unlawful to engage in the trust business without a license to do so.
Generally, only a licensed trust company can provide all of the services that we offer, which include:
When you do business with us, you can have peace of mind that you are dealing with a fully-licensed trust company that is strong, well-capitalized and overseen by regulators that have successfully protected the trust company industry for over 125 years.