Setting a New Standard in Trust Services: ACR Group Launches Clermont Trust USA

SIOUX FALLS, S.D., July 8, 2025 /PRNewswire/ -- ACR Group, LLC proudly announces the launch of Clermont Trust USA, LLC, a newly chartered South Dakota trust company, set to redefine the trust services landscape. With over 200 years of combined U.S. and international fiduciary and financial experience, ACR Group has assembled a distinguished team of executives to build a unique, client-centric trust model.

"Each client's situation is unique, and we are committed to helping them achieve their financial goals with confidence"

Leading this initiative are Bob Hogan, CPA (CEO and President), and Jennifer Zelvin McCloskey, Attorney-at-Law, J.D., LL.M., CTFA (Chief Fiduciary Officer, founder of Zelvin Law, and Director of the University of Delaware Trust Management Minor Program). They are joined by investors and board members: Martin Chesler, Chartered Accountant, and Elliot Goodman, T.E.P., Solicitor, the CEO and Managing Director of the Clermont Group, respectively - an international firm founded in 1996 that provides multi-jurisdictional structuring, fiduciary administration, and operational services to high-net-worth families.  Also supporting the effort are investors and board members: Roger Braunfeld, Attorney-at-Law, J.D., and Dirk Simpson, Attorney-at-Law, J.D., LL.M. partners at RCCB - a Pennsylvania law firm with over 75 attorneys and a distinguished private client services group known for their significant relationships within the wealth industry. A strategic advisory group of seasoned industry executives further reinforces the initiative, ensuring a forward-thinking approach to trust services.

Clermont Trust USA sets a new standard in trust administration by delivering bespoke, independent, and client-focused solutions for affluent individuals, families, and their advisors - ensuring they receive the personalized attention they expect and deserve. The Company also brings a comprehensive trust solution to the doorstep of advisory firms, eliminating the complexity and cost of building their own in-house platforms—enhancing their role as trusted advisors.

"We're excited to introduce Clermont Trust USA to clients and the advisory community," said Bob Hogan, CEO and President of ACR Group and Clermont Trust USA. "As an independent South Dakota trust company, we operate in one of the nation's premier jurisdictions for trust administration, celebrated for its flexible and progressive trust laws. Our high-touch service model is supported by integrated technology, delivering cost-effective trust solutions tailored to each client's needs. Being independent allows us to avoid the conflicts of interest often found in trust companies tied to investment managers or private banks."

Beyond traditional trust services, Clermont Trust USA is uniquely positioned to address the complexities of wealth transfers and multi-generational planning for affluent clients and their advisors. The Company focuses on managing cross-border wealth, long-term estate planning, and complex transactions through a bespoke approach.

"Our mission is to foster enduring relationships by delivering exceptional trust services and customized solutions," added Martin Chesler, Chairman of ACR Group. "Each client's situation is unique, and we are committed to helping them achieve their financial goals with confidence and peace of mind. Clermont aims to serve our clients across generations, with a long-term focus aligned with our clients' succession and wealth plans."

Clermont Trust USA is now welcoming new clients and aims to become the preferred trust provider for wealth management firms nationwide. For more information, visit www.clermonttrustusa.com or contact Bob Hogan at bhogan@clermonttrustusa.com.

About ACR Group LLC
ACR Group LLC, the holding company for Clermont Trust USA, is a Delaware limited liability company.

About Clermont Trust USA, LLC
Clermont Trust USA, a South Dakota state-chartered trust company, offers comprehensive services including trust administration, estate planning, and fiduciary solutions. For more information, visit www.clermonttrustusa.com.

Contact: Shannon Jguenti
Media Liaison
sjguenti@clermonttrustusa.com

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SOURCE ACR Group, LLC