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 the escrow agreement
- Responsible for disbursement of funds