Law firms, tax advisors, and corporations rely on Delaware Trust Company (“Delaware Trust”) for services related to passive investment companies (PICs) in Delaware and Nevada. These states have become a popular situs (home base) for passive investment vehicles based on their business-friendly climates, sophisticated courts, and corporate tax exemptions.

Delaware Trust provides a full suite of solutions for passive investment companies in both Delaware and Nevada, including:

  • Corporate Support/BPO: Mail processing and forwarding; telephone answering and message services; secure physical minute book storage and maintenance; conference room facilities.
  • Situs/Nexus Management: Shared or private office space; directors, officers, and employees; intellectual property administration and protection; administration and payment of operating expenses; bank account maintenance and reconciliation.
  • Financial Reporting: Multi-currency financial statement and general ledger preparation; investment portfolio accounting; interest and royalty invoice preparation; checking and custody account reconciliation; payroll administration; funds transfer execution.
  • Corporate Governance Services: Registered agent and registered office; company formations; corporate health checks; compliance watch and secure electronic data storage; preparation of local and state filings.

Our passive investment management services cover the entire SPV lifecycle from formation to dissolution.

For more information on passive investment company services, please complete the form to the right.