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Fiduciary & Trust Services
Wealth Management

Personal Trust Services
  • Full Discretionary Trustee Services
  • Estate Administration
  • Directed Trust Services
Custodian of Assets
  • Receipt and daily sweep of all dividends and interest
  • Disbursement of income or principal, as requested
  • Customized performance measurement
  • Custody of all securities
  • Options to auto reinvest cash from security sales or hold on deposit

Fiduciary & Trustee Roles
  • Overseeing governing document
  • Tax-smart gifting strategies
  • Preserving assets for future generations
  • Filing Fiduciary tax returns
  • Coordinating with clients other trusted advisors
  • Managing real estate held in Trust

Escrow Agent
  • Trusted Third Party
  • Impartially carries out terms of escrow agreement
  • Responsible for disbursement of funds