Our History

Coastline Trust Company was founded in 2004 by several prominent Rhode Island families. They sought to create their own trust company to ensure the highest level of personalized service for themselves and others. What began as a vision for bespoke financial services has grown into one of Rhode Island’s most respected independent trust companies.

Our story is one of growth, partnerships, and an unwavering commitment to delivering exceptional trust and investment services.

Key Milestones:

2004 – Coastline Trust Company is founded, spun out of First Fed to serve as a fully independent trust company.

2010 – Coastline merges with the Mansassett Family Office, expanding its expertise and client offerings.

2014 – Coastline surpasses the $1 billion mark for assets under advisement.

2024 – Coastline celebrates its 20th anniversary, reflecting on two decades of growth and client success.

Throughout our history, we’ve remained focused on providing our clients with an unparalleled opportunity to experience truly personalized trust and investment services.