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Our Leadership


Market Street Trust Company is led by a skilled team of investment, financial, tax, legal and business professionals.

 

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Investment Program Excellence


  • Access to top-tier money managers
  • Focus on innovative, tax efficient strategies
  • Long-term track record

 

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Distinctive Service Level


  • Confidentiality and security
  • Personalized attention
  • Client access to leadership team
  • Expertise as Trustee

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Our Mission


Market Street is a client-owned family office that sustains and enhances wealth for generations by providing exceptional financial and lifestyle services to individual clients and families. 

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About Market Street Trust Company

Partnering with families since 1909. 
Stewarding wealth. Inspiring trust. 

  • Family office for over 105 years
  • Unique client ownership model
  • Celebrating 30 years as a regulated New York State private trust company
  • Trustee for over 300 trusts
  • 41 Client family groups located in 21 states
  • Advisor to 10 family foundations
  • 42 professionals including attorneys, accountants, and Investment, tax and insurance specialists
In the News

Teach Your Children Well ... To Develop Financial Literacy

Fall Advisor Article by Rachel Sherman, Vice President, Client Service

Family Offices Must Wake Up To Cyber-Security Menace - Conference

Family Wealth Report Cyber-Security Summit Recap featuring Theresa Pratt, Chief Information Security Officer at Market Street Trust

How to Plan for the Unforeseen

Rachel Sherman, Market Street's Vice President, Client Service, contributes to Paul Sullivan's New York Times Wealth Matters article highlighting the importance of preparing for unexpected life events.
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Client Resource Center

Market Street's wealth management publications, presentations and education tools help young adults, individuals and families learn about wealth management at their own pace and at a time and location that is convenient for them.

FAQs     Next Generation  





Market Street Trust Company Selected as Finalist for ‘Best of the Decade’ Client Service Award

  Market Street Trust Company Named Best Multi-Family Office for Client Service by Private Asset Management
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