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In an era of rapid change, evolving family dynamics, and increasing consolidation within the wealth management industry, choosing the right partner to safeguard your legacy has never been more critical. For ultra-affluent families, we believe two defining attributes, longevity and independence, are key when selecting a firm to protect and grow generational wealth.
At Market Street, these principles aren’t just part of what we do, they’re woven into who we are. They define the very foundation of our shared-family office, allowing us to provide unparalleled care and alignment for the families we serve.
Founded in 1909, Market Street has spent more than a century guiding families through life’s most defining financial and personal moments. Our history isn’t just a record of endurance, it’s a living library of knowledge and insights earned through decades of helping families navigate the complexities of wealth, succession planning, and generational transitions.
Growing up in the shareholder-driven financial services industry, I learned a great deal about how firms can scale, innovate, and succeed. I am grateful for those lessons, but I’ve also seen firsthand how external shareholder motives can sometimes overshadow the interests of clients and employees. That’s part of why Market Street’s model resonated with me so deeply: it is uniquely client-owned and free from outside agendas. That independence allows us to focus fully on what matters: our families and our team.
With this long history of service, we’ve been there for families as they’ve celebrated successes, faced challenges, and redefined what legacy means to them. Whether it’s fostering harmony among family members, facilitating succession planning, or preparing the next generation for wealth stewardship, we take a deeply personalized approach to every family’s journey.
In today’s wealth management landscape, independence has become a rare and precious asset. As wealth management firms and multi-family offices are absorbed by larger institutions or private equity firms, client-first models are increasingly giving way to shareholder priorities. At Market Street, we’ve taken a different path.
Our client-owned structure allows us to make decisions based solely on what’s best for the families we serve. We don’t answer to outside shareholders, corporate agendas, or short-term performance targets. Instead, every decision we make is guided by one priority: our clients’ long-term success.
This independence not only keeps us focused but also shields us from the cultural disruptions that often follow mergers or acquisitions. While other firms may face changing strategies or leadership shifts, Market Street remains a constant, a trusted partner unwavering in our mission to serve families with care, integrity, and innovation.
When you entrust your wealth and legacy to a family office, you’re looking for more than financial services … You’re seeking a partner who truly understands what makes your family unique. Longevity and independence aren’t just abstract concepts; they’re the very qualities that create the trust and alignment families need in order to thrive.
Independence gives us the freedom to offer comprehensive, unbiased services, ranging from tax strategy and financial planning to trust and estate management and investment oversight, all tailored to each family’s specific needs. And because we’re not beholden to outside pressures, we can take the time to build meaningful, enduring relationships with every family we serve.
For those seeking a partner defined by resilience, alignment, and vision--we would love to connect with you. Contact us to learn how our time-tested approach can serve your family's unique needs.
Disclaimer:
This presentation has been prepared by Market Street Trust Company. The views expressed herein represent opinions of Market Street and are presented for informational purposes only. They are not intended to be recommendations or investment advice and do not take into account the individual financial circumstances or objectives of the investor who receives them.
Certain statements included in this presentation constitute forward looking statements. Forward looking statements are not facts but reflect current thinking regarding future events or results. These forward looking statements are subject to risks that may result in actual results being materially different from current expectations.
Past performance (before and after taxes) does not guarantee future performance. There is no assurance that Market Street Trust Company investments will achieve their objectives, or that they will or are likely to achieve results comparable to results shown herein, or will make any profit, or will be able to avoid incurring losses. Exposure to foreign currencies may cause additional fluctuation in the value of any investment. Each investor must assess the suitability of an investment, the investor’s tolerance for risk and the impact on the investor’s diversification strategy. This presentation does not constitute an invitation to buy or an offer to sell securities, or any other products or services.
This is intended as general information only. Investors maybe required to meet certain criteria under the securities laws in order to qualify for certain investments. Any discussion of U.S. tax matters is not intended and cannot be used or relied upon for the purpose of avoiding U.S. tax-related penalties. Please visit our website for additional information concerning Market Street’s investments and investment updates. As always, please feel free to contact us if you would like to learn more about our investment program.
