Gary Stenlund
@garystenlund
Trust and fiduciary leader advising UHNW families on estate and charitable planning.
ZimbabweWhat I'm looking for
I’m a Trust and Fiduciary Services Director/SVP with 25+ years as a planning expert, building and leading trust platforms across private fiduciary practices, family offices, and institutional clients. I’m known as a trusted advisor to ultra-high-net-worth families, foundations, and institutional teams, with deep expertise in estate planning, charitable design and planning, fiduciary governance, and regulatory compliance.
In my recent work, I provide fiduciary oversight and help ensure compliance standards are met while supporting investment management teams and engaging clients on estate planning concepts. Previously, I led and scaled Trusteewise as CEO/Founder, coordinating philanthropy, real estate asset management, and day-to-day family office operations, including Family Bank set-up.
I’ve consistently built platforms from creation to execution—developing white label trust solutions for RIA firms, authoring “AIR” Asset Investment Review Policies and Procedures for trust real estate, and framing legal components with counsel (completed within 3 months). I’ve grown assets from 0 to 700 million+, managed trust services at a start-up bank, and expanded offerings including charitable services—while also advising high net worth clients on tax-efficient strategies such as grantor charitable lead trusts.
Experience
Work history, roles, and key accomplishments
SVP, Senior Trust Officer
Bank of America Private Bank
Jan 2024 - Present (2 years 6 months)
Provided fiduciary oversight of the department and supported the investment management team. Ensured compliance standards were met and engaged clients on estate planning concepts.
CEO/Founder
Trusteewise: Private Fiduciary Practice
Jan 2018 - Jan 2024 (6 years)
Led private fiduciary services and trust administration as CEO/founder. Advised family office day-to-day operations, coordinating philanthropy, real estate asset management, and family bank setup.
Senior Director, Trust & Philanthropy
Banc of California
Jan 2016 - Jan 2018 (2 years)
Developed and grew institutional trust and personal trust and philanthropic services. Owned the platform from creation to execution and authored asset investment review policies for trust real estate specific assets.
Chief Fiduciary
Family Office
Jan 2008 - Jan 2016 (8 years)
Managed a family office with oversight across philanthropy, tax-wise asset decisions, and operational execution. Created and administered a family bank and led management of a team and a portfolio of multifamily and commercial real estate assets.
Director Trust Services
First Foundation Bank
Jan 2003 - Jan 2008 (5 years)
Created and managed a comprehensive trust services platform for a startup bank. Authored policies and procedures, led fiduciary staff, managed charitable services with internal RIA executives, and negotiated real estate transactions on behalf of the firm and clients.
Western Regional Director & Charitable
Prudential Trust
Jan 2000 - Jan 2003 (3 years)
Authored the firm’s wholesale advisory services platform and served as a national philanthropic advisor to high net worth clients. Consulted on charitable/estate planning solutions and trained financial consultants, establishing a presence at NCPG and speaking on behalf of Prudential Trust.
Vice President, Area Manager
Merrill Lynch Trust Company
Jan 1999 - Jan 2000 (1 year)
Counseled high net worth clients on charitable and estate planning solutions and designed tax-efficient exit strategies using charitable trusts. Recommended investment policies including asset allocation, manager due diligence, and performance monitoring.
Vice President, Business Development
Northern Trust
Jan 1995 - Jan 1998 (3 years)
Secured a large charitable trust relationship and recommended trust strategies including charitable serving real estate trusts. Assembled teams including an accountant, attorney, trust officer, and asset manager to support client needs.
Education
Degrees, certifications, and relevant coursework
Cannon Trust Graduate
Cannon Trust Graduate
Completed the Cannon Trust Graduate program.
Certified Trust Financial Advisor (CTFA)
CTFA
Earned the CTFA (Certified Trust Financial Advisor) credential.
University of the Pacific
Activities and societies: Two-sport NCAA letterman; scholarship in football and track & field.
Attended the University of the Pacific and was a two-sport NCAA letterman. Earned scholarships in both football and track & field.
Tech stack
Software and tools used professionally
Availability
Location
ZimbabweAuthorized to work in
Job categories
Skills
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