Our History

The path to Financial Success and Peace of Mind starts here.  


Exeter Trust was originally founded as a "family office" to provide investment management and related services to a limited number of families and individual clients of the law firm of Wilkes and Price in Bethesda, Maryland.  Since that time, Exeter Trust has grown beyond its original mission and now serves individuals, families, trusts, and non-profit institutions throughout the United States and abroad.  Dedicated, personal attention characterized Exeter Trust's approach to service in its early years, and those traits remain unchanged today.

Today, Exeter Trust has offices along the Eastern Seaboard and clients throughout the world.  Our services have expanded and we now provide:

  • Investment Management
  • Estate Planning
  • Estate Administration
  • Powers of Attorney, Living Wills, Advanced Medical Directives
  • Wills, Trusts, Foundations
  • Foundation Administration
  • Trust Administration
  • Probate Services
  • Business/Corporate Law
  • Personal Injury
  • Tax Services
  • Real Estate Services

If the need arises for a service we can't provide, we consult and collaborate with other professionals, all the while overseeing the process to ensure it meets or exceeds our client's expectations.