Caroline M. Thompson

Caroline has a passion for helping high-net-worth clients and families with their trust and estate administration and planning needs. Through her background in tax, family office, and trust and estates, she is able to provide a holistic approach to each clients' unique circumstances by listening to their needs and offering practical resolutions and advice.

Caroline has worked in the financial services industry for more than nine years. Before moving to Colorado, she worked at the U.S. Trust Company in New York, NY as a family office associate and trust administrative officer. Most recently, she worked as a trust officer at ANB Bank in Cherry Creek, Denver, CO.

2023