Warwick Carter Forms New Trusts and Estates Advisory Firm to Partner with Wealth Managers

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Announcing the launch of Warwick Carter Advisors, LLC, a new firm that provides advice on trusts and estates and fiduciary matters to investment advisors, family offices, banks and professionals.

Warwick Carter

We enable investment advisory firms, banks and family offices to access high quality fiduciary resources without having to hire a trust expert full-time.

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Warwick M. Carter, Jr. announced the formation of Warwick Carter Advisors, LLC, a firm based in Darien, CT, that he recently founded to provide advice on trusts and estates matters to investment advisors, family offices, banks and professionals. Mr. Carter stated that, “After a lot of drilling down over the past year into the needs of wealth managers of all sizes, I found that, outside of the larger banks, many independent firms working with high net-worth families don't have someone on staff with my background and experience to advise them on fiduciary matters. I saw a need and realized that I can help these advisors, especially in the fiduciary space.”

Mr. Carter’s background is in taxation and trusts and estates law, but he has spent the past 17 years in the financial sector working with high net-worth families and foundations at private banks and trust companies in New York and Washington, D.C. Mr. Carter said, “We enable investment advisory firms, banks and family offices to access high quality fiduciary resources without having to hire a trust expert full-time. We also work with lawyers and accountants who may need back-up resources.”

Formerly, Mr. Carter was National Head of Trusts and Estates and Trust Counsel at Fiduciary Trust Company International in New York, NY, the private wealth management arm of Franklin Templeton Investments. Prior to that, he served as a Senior Trust Officer at J.P. Morgan Private Bank in New York and Washington, D.C. He holds a law degree from The Catholic University of America, Columbus School of Law, and an LL.M. in taxation from Georgetown University Law Center. In addition, he holds a bachelor’s degree from Denison University and master’s degree from the University of Cincinnati. Prior to joining J.P. Morgan, Mr. Carter was an associate at two major law firms in New York. He is a member of the bar in New York and the District of Columbia.

Mr. Carter stated, “I am very excited about the launch of my new firm. I have had so much positive feedback from friends and colleagues about this idea. It’s wonderful to see it come to life.”    

ABOUT WARWICK CARTER ADVISORS
Warwick Carter Advisors, LLC is focused on trusts and estates and fiduciary matters in wealth management. The firm provides advice to banks, trust companies, independent investment advisory firms, family offices and professionals. To learn more about Warwick Carter Advisors, LLC, visit http://www.warwickcarter.com. Follow us on LinkedIn.

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