Fiduciary & Trust Services

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