Agility Meets Expertise
Highmark Trust was founded to meet the demands of a changing wealth landscape. Our founders saw the need for a new kind of trust company, one that is fully independent, employee-owned, and built for modern fiduciary services.
Trust Administration, Pure and Simple
We don’t offer investment management. Instead, we focus exclusively on trust administration, eliminating conflicts of interest. Our boutique model removes bureaucracy and empowers our team to act decisively in service of our clients, delivering clarity, responsiveness, and personal attention.
Our Mission
To deliver modern, conflict-free trust administration that protects wealth and preserves legacies. As Florida’s only fully independent, employee-owned trust company, we serve families and advisors with transparency, integrity, and precision.
Our Values
No affiliations with banks or investment firms our loyalty is to our clients
Clear, conflict-free administration built on trust and accountability
Thoughtful, responsive service tailored to each client’s goals and values
The Florida Advantage
Florida gives families flexibility and tax efficiency. Modern trust laws support sophisticated planning, helping families with strong ties to the state find a compelling home for long-term wealth.
- Directed & delegated trusts for flexible administration
- Dynasty trusts (up to 1,000 years)
- Decanting/modification to update existing trusts
- Progressive trust legislation
- No state income tax
- Dynasty trusts (up to 1,000 years)
- No state estate or inheritance tax
- Legislature prioritizes economic growth and trust-situs attractiveness
- Dynasty trusts (up to 1,000 years)
- Florida Uniform Trust Code is regularly updated
- Strong local ecosystem among professional services community (Attorneys, CPAs, Investment Advisors)
Our Team
Our professionals bring over a century of combined experience from leading financial institutions. United by a shared vision, we deliver best-in-class trust services with personal attention and care.
