Referrals – Sunstone Trust Company

Referring Clients to Sunstone Trust.

Let Us Know Who We Can Refer to You!

Our clients need a range of advisers, including accounting and tax experts, real estate agents, estate planning attorneys, private wealth attorneys, specialty investment advisers, special needs attorneys, experts in family dynamics, and many other experts and service providers.

Please let us know your specialty and the type of clients you are best positioned to serve.

To begin a referral partnership relationship, please contact us today by completing this form. Or call +1 (562) 247-4920.

We Highly Value Your Referrals.

Your friends are our friends. We provide great service to the most complex clients with the most challenging needs.

You can trust us to provide your referrals with white-glove service. Your friends will appreciate you telling them about us.

We pay referral fees as a tangible way of expressing our gratitude to you.

Here are some reasons why you can refer your friends and family to us with confidence:

We are fully licensed, examined and regulated as a trust company (a type of bank) by the State of California.

Our reputation is everything. We want your referrals to experience our great service and to refer their friends to us.

We speak our clients’ native languages, whether that be Traditional Chinese, Simplified Chinese, Vietnamese, or English.

We are very creative, agile, and we can make decisions quickly.

We welcome your inquiries about whether we are the right fit, what our fee structure is, or any other topic you may want to discuss in order to refer your friends and family to us with confidence.

To begin a referral partnership relationship, please contact us today by completing this form or by calling us at +1 (562) 247-4920.

Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.

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Sunstone Trust Company
18881 Von Karman Avenue
Irvine, CA 92612

+1 (949) 266-9349

Referring Clients to Sunstone Trust.

Please let us know your specialty and the type of clients you are best positioned to serve.

We pay referral fees as a tangible way of expressing our gratitude to you.

Ensure Your Legacy.