Mr Thomas Thorpe
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

PO Box 33215
Los Gatos
CA
95031
United States of America

Email: [email protected]
Telephone: +1 408-458-7772
Website: www.ThorpeTrust.com
Practice Areas: Civil-law planning (incl foundations), Company formation/management, Contentious trusts and estates, Cross-border estates, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Trust planning/administration, Wills and probate
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Profession:
Trustee/Fiduciary / Trust Officer / Wealth Management
Firm:
Trust and Estate Management
Branch/Chapter:
STEP Silicon Valley
Committees:
Silicon Valley Chapter
Biography:
Tom Thorpe is a Licensed Professional Fiduciary in California accepting both private and court-appointed appointments as trustee of irrevocable and special needs trusts, attorney in fact, conservator or guardian of the estate, general partner, estate executor, receiver, and family consultant, assisting middle and high net worth US and world-wide clients. He has 25 years experience in helping clients with their estate and financial affairs, world-wide tax, financial privacy and asset control concerns. Tom began his career at KPMG where he was an economist and senior consultant, then held positions at Sun Trust where he started their new business trust unit in Miami, at the Bank of New York Trust Company Florida as the de novo trust company's first president, and at Merrill Lynch as its first business development manager for the international trust company's Western Hemisphere Division.

Tom headed up Smith Barney's international trust companies from Miami, traveling extensively as Citigroup's Managing Director of Global Wealth Structuring for the Smith Barney and Citibank Consumer Bank distribution channels. He returned to the San Francisco Bay Area where he held positions as senior trust officer at Bank of America and Wealth Management Specialist at Citigroup Smith Barney, working with high net worth and ultra high net worth families. His extensive international and U.S. experiences make him uniquely qualified to assist high net worth client families with their fiduciary management and trust needs. Tom has Bachelor and Master Degrees in Economics from the University of California at Santa Barbara.

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