Trust + Fiduciary Services

Prepare and protect trust assets for future generations.

We provide the following trust and fiduciary services:

  • Serve as executors and trustees to manage and protect assets, as well as work with your other trusted advisors
  • Enhance and preserve the value of clients’ assets, both in absolute dollars and in purchasing power
  • Diversified trust investment portfolio
  • Manage other assets, such as real estate holdings, business interests, significant items of personal property, life insurance and retirement plan assets
  • Review accounts in light of trends in the economy and financial markets
  • Customized, easy-to-understand reporting
  • Income projection reports
  • Investment performance reports
  • Timely distributions of income and principal
  • Other services include: bill payment, gift processing, discretionary distributions, family meetings, trust tax returns and secure online access