Sterling Trustees is a multi-family office in Conshohocken, Pennsylvania, established in 2008. It provides trust management services, including estate planning, legal services and tax advice, to high net worth individuals and families. It administers and manages many kinds of trusts: asset protection trusts, life insurance trusts, charitable trusts, grantor retained annuity trusts, revocable living trusts, irrevocable living trusts, qualified personal residence trusts and generation-skipping trusts. Its executive team manages the firm.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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