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Crawford Trust

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uuid000l7rj

Namestring
Crawford Trust
Legal namestring
Crawford Trust Company
Company typeenum
Private
Founded yearint
2021
Descriptiontext

Crawford Trust Company is a Nevada-based corporate trustee and trust administration firm headquartered in Dayton, Nevada. The company administers Nevada-situs trusts for high-net-worth and ultra-high-net-worth individuals and families across all 50 U.S. states and most international jurisdictions, leveraging Nevada's tier-one trust law framework: a 2-year asset protection seasoning period, no exception creditors (including divorcing spouses), Supreme Court of Nevada precedent supporting asset protection, dynasty trust provisions allowing assets to remain in trust for up to 365 years, and the absence of state income, estate, or gift taxes. The firm is led by CEO Greg Crawford, a Nevada trust industry veteran with nearly two decades of prior experience leading a Reno-based trust company, and operates with a lean team of 1-10 employees.

The product suite spans eleven distinct trust structures including Nevada Asset Protection Trusts (NAPTs), Nevada Incomplete Non-Grantor Trusts (NINGs), Dynasty Trusts, Nevada Foreign Grantor Trusts (NFGTs), Directed Trusts, Successor Trustee Services, Nevada Trust Decanting, Private Trust Companies, Special Needs Trusts, and California-targeted Private Retirement Plans (delivered in partnership with TRUST-CFO). Technology consists of a web-based client portal hosted by HWA-online for client access; there is no proprietary software platform, no AI/ML capability, and no public API. Customer segments include domestic HNW families in high-income-tax states (California, Massachusetts), international families seeking U.S. trust protections, UHNW families with $50mm+ in assets, and families with disabled beneficiaries.

Revenue is generated through bespoke corporate trustee fee agreements; successor trustee services carry no upfront cost and only generate fees upon activation. The firm operates without outside capital under founder ownership. Distribution is anchored on direct consultation by senior trust officers and a professional advisor referral network (attorneys, CPAs, financial advisors, insurance professionals), supplemented by CEO-led thought leadership including regular speaking at U.S. law schools and international estate planning conferences and media appearances in the Wall Street Journal, New York Times, Financial Times, CNBC, Bloomberg, and ABC.

Short descriptiontext

Crawford Trust Company is a Nevada-based corporate trustee administering Nevada-situs trust structures (NAPTs, NINGs, Dynasty Trusts, Foreign Grantor Trusts, and others) for high-net-worth and international families across all 50 U.S. states, leveraging Nevada's asset protection, dynasty, and tax laws through an advisor-referred, fee-based service model.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersDayton, United States
HQ citystring
Dayton
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
trust administration services, estate planning services, asset protection trusts, corporate trustee services, wealth preservation services
Industry6 codes
1Personal & Family Trust Services
CodeFSAAANAAPrimaryYes
2Estate Planning, Trust Structuring & Governance
CodeFSAAADAFPrimaryNo
3Directed Trust & Trust Advisory Services
CodeFSAAANAKPrimaryNo
4Special Needs & Supplemental Needs Trust Services
CodeFSAAANAJPrimaryNo
5Corporate & Institutional Trust Services
CodeFSAAANABPrimaryNo
6Guardianship, Conservatorship & Special Needs Trust Services
CodeFSAEAKAGPrimaryNo
NAICS code3 codes
  • Trust, Fiduciary, and Custody Activities523991
  • Trusts, Estates, and Agency Accounts52592
  • Insurance and Employee Benefit Funds5251
Product category
Trust Administration Services
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model4 records
1Trust Administration Services
TypeSubscription Recurring
Description

Corporate trustee fees for administering Nevada trusts including Asset Protection Trusts (NAPTs), Dynasty Trusts, NINGs, and other trust structures. Fees are based on a fee agreement.

crawfordtrust.com
2Successor Trustee Services
TypeSubscription Recurring
Description

Fees incurred when Crawford Trust executes and administers a trust upon grantor's incapacitation or passing. There is no cost for naming Crawford Trust as successor trustee.

crawfordtrust.com
3Private Retirement Plan Administration
TypeProfessional Services
Description

Partnership with TRUST-CFO for Private Retirement Plan administration services including plan analysis, upfront funding, and annual benchmarking.

crawfordtrust.com
4Private Trust Company (FTC) Establishment
TypeProfessional Services
Description

Advisory and establishment services for families considering Nevada Family Trust Companies, typically recommended for assets of at least $50 million.

crawfordtrust.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Pricing details1 tier
1No cost for naming as successor trustee; fees only incurred when services are executed
ModelSubscriptionBilling cadenceMulti-year contract
Notes

No cost in naming Crawford Trust as successor trustee. Trustee services fees are only incurred when Crawford Trust executes and administers the trust.

crawfordtrust.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Crawford Trust is a Nevada-based corporate trustee that administers a suite of Nevada-situs trust structures—including Asset Protection Trusts (NAPTs), Dynasty Trusts, NINGs, Foreign Grantor Trusts, Directed Trusts, and Private Retirement Plans—for high-net-worth individuals and families seeking asset protection, state income/estate tax elimination, and multigenerational wealth preservation. The firm also serves as successor trustee and advises families on establishing Private Trust Companies, offering personalized consultations backed by over five decades of combined estate planning experience.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Crawford Trust is a Nevada-based trust company offering a comprehensive suite of trust administration services centered around Nevada's industry-leading trust law. The portfolio includes Nevada Asset Protection Trusts (NAPTs), Nevada Incomplete Non-Grantor Trusts (NINGs), Dynasty Trusts, Foreign Grantor Trusts (NFGTs), Directed Trusts, Successor Trustee Services, Trust Decanting, Private Trust Companies, Special Needs Trusts, and Private Retirement Plans. These products are not modular but rather distinct trust structures that share Nevada as the trust jurisdiction and leverage the state's tax benefits (no state income, estate, or gift tax), asset protection laws (2-year seasoning period, no exception creditors), and dynasty provisions (up to 365 years). The company serves both domestic families across all 50 states and international families seeking U.S. trust protections.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Partnership with TRUST-CFO for Private Retirement Plan administration in California. TRUST-CFO developed required plan analysis including upfront funding, annual benchmarking, and future plan distribution testing. Crawford Trust fills the role of Independent Trustee as required by California PRP regulations.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Large regional/institutional trust company (now part of M&T Bank) offering personal trust, directed trust and wealth services across multiple jurisdictions. Represents the scaled-incumbent option HNW families compare against specialty firms like Crawford.

TypeBroad incumbent
Description

UHNW wealth and trust practice within a major U.S. bank, offering multigenerational trust administration, private trust companies and family-office services. Represents scaled-incumbent competition for Crawford's UHNW and Private Trust Company engagements.

TypeBroad incumbent
Description

RIA-affiliated trust company providing directed trust and custody services to wealth advisors and their HNW clients. Adjacent competitor for advisors building directed/trust structures for clients.

TypeDirect peer
Description

Nevada-chartered trust company administering asset protection, dynasty and family trusts from the same Nevada trust-law platform. Directly comparable business model and target HNW/UHNW clientele.

TypeDirect peer
Description

Specialty Nevada corporate trustee administering asset protection and family trusts under Nevada situs law. Same product mix (NAPTs, dynasty, foreign trusts) competing for the same advisor referrals and HNW leads.

TypeDirect peer
Description

Nevada-based corporate trustee also specializing in Nevada Asset Protection Trusts, Dynasty Trusts, and directed/family trust services. Most direct head-to-head competitor given overlapping product suite, GTM and shared Nevada regulatory moat.

TypeBroad incumbent
Description

Large specialty trust custodian (alternative-asset custody, directed trust, retirement/escrow). Comparable fiduciary-services capability targeted at institutional and HNW clients, with broader scale and geographic reach.

TypeBroad incumbent
Description

Large family-office / private wealth firm with a full suite of personal trust and multi-generational wealth services. Comparable on client segment (UHNW families, multigenerational planning) though substantially broader in scope than Crawford.

TypeBroad incumbent
Description

Global wealth management firm with an institutional-scale personal trust and fiduciary practice serving HNW/UHNW families. Direct competition for ultra-high-net-worth families who would otherwise engage a specialty firm like Crawford.

TypeDirect peer
Description

Alternative-jurisdiction corporate trustee leveraging South Dakota's competing trust laws (no state income tax, dynasty trust, no exception creditors). Direct substitute option for HNW families choosing between Nevada and South Dakota as trust situs.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Crawford Trust

Trust Administration Servicescrawfordtrust.com

Crawford Trust Company is a Nevada-based corporate trustee administering Nevada-situs trust structures (NAPTs, NINGs, Dynasty Trusts, Foreign Grantor Trusts, and others) for high-net-worth and international families across all 50 U.S. states, leveraging Nevada's asset protection, dynasty, and tax laws through an advisor-referred, fee-based service model.

What Crawford Trust does

Crawford Trust Company is a Nevada-based corporate trustee and trust administration firm headquartered in Dayton, Nevada. The company administers Nevada-situs trusts for high-net-worth and ultra-high-net-worth individuals and families across all 50 U.S. states and most international jurisdictions, leveraging Nevada's tier-one trust law framework: a 2-year asset protection seasoning period, no exception creditors (including divorcing spouses), Supreme Court of Nevada precedent supporting asset protection, dynasty trust provisions allowing assets to remain in trust for up to 365 years, and the absence of state income, estate, or gift taxes. The firm is led by CEO Greg Crawford, a Nevada trust industry veteran with nearly two decades of prior experience leading a Reno-based trust company, and operates with a lean team of 1-10 employees.

The product suite spans eleven distinct trust structures including Nevada Asset Protection Trusts (NAPTs), Nevada Incomplete Non-Grantor Trusts (NINGs), Dynasty Trusts, Nevada Foreign Grantor Trusts (NFGTs), Directed Trusts, Successor Trustee Services, Nevada Trust Decanting, Private Trust Companies, Special Needs Trusts, and California-targeted Private Retirement Plans (delivered in partnership with TRUST-CFO). Technology consists of a web-based client portal hosted by HWA-online for client access; there is no proprietary software platform, no AI/ML capability, and no public API. Customer segments include domestic HNW families in high-income-tax states (California, Massachusetts), international families seeking U.S. trust protections, UHNW families with $50mm+ in assets, and families with disabled beneficiaries.

Revenue is generated through bespoke corporate trustee fee agreements; successor trustee services carry no upfront cost and only generate fees upon activation. The firm operates without outside capital under founder ownership. Distribution is anchored on direct consultation by senior trust officers and a professional advisor referral network (attorneys, CPAs, financial advisors, insurance professionals), supplemented by CEO-led thought leadership including regular speaking at U.S. law schools and international estate planning conferences and media appearances in the Wall Street Journal, New York Times, Financial Times, CNBC, Bloomberg, and ABC.

Crawford Trust firmographics

Firmographics
Name
Crawford Trust
Legal name
Crawford Trust Company
Website
https://crawfordtrust.com
Company type
Private
Founded year
2021
Operating status
Operating
Headcount range
1–10 employees
Short description
Crawford Trust Company is a Nevada-based corporate trustee administering Nevada-situs trust structures (NAPTs, NINGs, Dynasty Trusts, Foreign Grantor Trusts, and others) for high-net-worth and international families across all 50 U.S. states, leveraging Nevada's asset protection, dynasty, and tax laws through an advisor-referred, fee-based service model.
Ownership category
akta.pro rank

Crawford Trust industry classification

Industry
Product category
Trust Administration Services
NAICS
Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Insurance and Employee Benefit Funds (5251)
akta.pro primary industry
Personal & Family Trust Services (FSAAANAA)
akta.pro secondary industries
Estate Planning, Trust Structuring & Governance (FSAAADAF), Directed Trust & Trust Advisory Services (FSAAANAK), Special Needs & Supplemental Needs Trust Services (FSAAANAJ), Corporate & Institutional Trust Services (FSAAANAB), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)

Keywords

  • Trust administration services
  • Estate planning services
  • Asset protection trusts
  • Corporate trustee services
  • Wealth preservation services

Where Crawford Trust is headquartered

Location

Headquarters

HQ city
Dayton
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Crawford Trust business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Trust Administration Services: Corporate trustee fees for administering Nevada trusts including Asset Protection Trusts (NAPTs), Dynasty Trusts, NINGs, and other trust structures. Fees are based on a fee agreement.
  2. Successor Trustee Services: Fees incurred when Crawford Trust executes and administers a trust upon grantor's incapacitation or passing. There is no cost for naming Crawford Trust as successor trustee.
  3. Private Retirement Plan Administration: Partnership with TRUST-CFO for Private Retirement Plan administration services including plan analysis, upfront funding, and annual benchmarking.
  4. Private Trust Company (FTC) Establishment: Advisory and establishment services for families considering Nevada Family Trust Companies, typically recommended for assets of at least $50 million.

Pricing tiers

ModelBillingPrice
SubscriptionMulti-year contractNo cost for naming as successor trustee; fees only incurred when services are executed

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Crawford Trust product offering

Product offering

Core offering

Crawford Trust is a Nevada-based corporate trustee that administers a suite of Nevada-situs trust structures—including Asset Protection Trusts (NAPTs), Dynasty Trusts, NINGs, Foreign Grantor Trusts, Directed Trusts, and Private Retirement Plans—for high-net-worth individuals and families seeking asset protection, state income/estate tax elimination, and multigenerational wealth preservation. The firm also serves as successor trustee and advises families on establishing Private Trust Companies, offering personalized consultations backed by over five decades of combined estate planning experience.

Product overview

Crawford Trust is a Nevada-based trust company offering a comprehensive suite of trust administration services centered around Nevada's industry-leading trust law. The portfolio includes Nevada Asset Protection Trusts (NAPTs), Nevada Incomplete Non-Grantor Trusts (NINGs), Dynasty Trusts, Foreign Grantor Trusts (NFGTs), Directed Trusts, Successor Trustee Services, Trust Decanting, Private Trust Companies, Special Needs Trusts, and Private Retirement Plans. These products are not modular but rather distinct trust structures that share Nevada as the trust jurisdiction and leverage the state's tax benefits (no state income, estate, or gift tax), asset protection laws (2-year seasoning period, no exception creditors), and dynasty provisions (up to 365 years). The company serves both domestic families across all 50 states and international families seeking U.S. trust protections.

Differentiator

Problem solved

Functional benefit

Companies that use Crawford Trust

Customer profile

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Crawford Trust technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Crawford Trust partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • TRUST-CFOminorImplementation/ SI/ Consulting PartnerPartnership with TRUST-CFO for Private Retirement Plan administration in California. TRUST-CFO developed required plan analysis including upfront funding, annual benchmarking, and future plan distribution testing. Crawford Trust fills the role of Independent Trustee as required by California PRP regulations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Crawford Trust competitors and assessment

Company assessment

Broad incumbents

  • Wilmington Trust: Large regional/institutional trust company (now part of M&T Bank) offering personal trust, directed trust and wealth services across multiple jurisdictions. Represents the scaled-incumbent option HNW families compare against specialty firms like Crawford.
  • Ascent Private Capital Management (U.S. Bank): UHNW wealth and trust practice within a major U.S. bank, offering multigenerational trust administration, private trust companies and family-office services. Represents scaled-incumbent competition for Crawford's UHNW and Private Trust Company engagements.
  • National Advisors Trust Company: RIA-affiliated trust company providing directed trust and custody services to wealth advisors and their HNW clients. Adjacent competitor for advisors building directed/trust structures for clients.
  • Millennium Trust Company: Large specialty trust custodian (alternative-asset custody, directed trust, retirement/escrow). Comparable fiduciary-services capability targeted at institutional and HNW clients, with broader scale and geographic reach.
  • Bessemer Trust: Large family-office / private wealth firm with a full suite of personal trust and multi-generational wealth services. Comparable on client segment (UHNW families, multigenerational planning) though substantially broader in scope than Crawford.
  • Northern Trust: Global wealth management firm with an institutional-scale personal trust and fiduciary practice serving HNW/UHNW families. Direct competition for ultra-high-net-worth families who would otherwise engage a specialty firm like Crawford.

Direct peers

  • Dominion Trust Company: Nevada-chartered trust company administering asset protection, dynasty and family trusts from the same Nevada trust-law platform. Directly comparable business model and target HNW/UHNW clientele.
  • First National Trust Company: Specialty Nevada corporate trustee administering asset protection and family trusts under Nevada situs law. Same product mix (NAPTs, dynasty, foreign trusts) competing for the same advisor referrals and HNW leads.
  • Bridgeford Trust Company: Nevada-based corporate trustee also specializing in Nevada Asset Protection Trusts, Dynasty Trusts, and directed/family trust services. Most direct head-to-head competitor given overlapping product suite, GTM and shared Nevada regulatory moat.
  • South Dakota Trust Company: Alternative-jurisdiction corporate trustee leveraging South Dakota's competing trust laws (no state income tax, dynasty trust, no exception creditors). Direct substitute option for HNW families choosing between Nevada and South Dakota as trust situs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Crawford Trust social profiles

Digital presence

Crawford Trust financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Crawford Trust leadership team

Management profile

Number of profiles

Profiles3 records

Crawford Trust funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Crawford Trust M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crawford Trust

What does Crawford Trust do?

Crawford Trust is a Nevada-based corporate trustee that administers a suite of Nevada-situs trust structures—including Asset Protection Trusts (NAPTs), Dynasty Trusts, NINGs, Foreign Grantor Trusts, Directed Trusts, and Private Retirement Plans—for high-net-worth individuals and families seeking asset protection, state income/estate tax elimination, and multigenerational wealth preservation. The firm also serves as successor trustee and advises families on establishing Private Trust Companies, offering personalized consultations backed by over five decades of combined estate planning experience.

Is Crawford Trust a public or private company?

Crawford Trust is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Crawford Trust founded?

Crawford Trust was founded in 2021. It employs 1 to 10 people.

Where is Crawford Trust based?

Crawford Trust is headquartered in Dayton, United States, in the North America region.

How does Crawford Trust make money?

Four revenue lines are on record. Trust Administration Services are the primary driver. The others are successor Trustee Services, private Retirement Plan Administration and private Trust Company (FTC) Establishment.

Who are Crawford Trust's main competitors?

Broad incumbents on record are Wilmington Trust, Ascent Private Capital Management (U.S. Bank), National Advisors Trust Company, Millennium Trust Company, Bessemer Trust and Northern Trust. Direct peers are Dominion Trust Company, First National Trust Company, Bridgeford Trust Company and South Dakota Trust Company.

Does Crawford Trust have an API?

No public API is recorded for Crawford Trust.

What industry is Crawford Trust in?

Crawford Trust's product category is Trust Administration Services. Its primary akta.pro industry code is FSAAANAA, Personal & Family Trust Services, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523991.

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