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Wealth Preservation

When you need someone to precisely administer your trust according to your intentions, you can count on us. We manage a wide range of trusts to help investors achieve their wealth preservation goals, including:

  • Grantor retained annuity trusts
  • Qualified domestic trusts
  • Charitable lead trusts
  • Special needs trusts
  • Charitable remainder trusts

Our bank can serve as sole trustee, co-trustee or successor trustee, as you prefer. As trustee, we accept legal responsibility for carrying out the terms of the trust, in addition to the following responsibilities:

  • Accounting and reporting
  • Investment management
  • Securities custody
  • Tax-related responsibilities
  • Duties to beneficiaries
  • Estate settlement

Consult our Glossary of Common Trusts to learn more about your trust options.

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Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency