Smart planning with a personal approach
You've worked hard to accumulate wealth that you want to pass down to your heirs and beneficiaries. We'll work with your attorney and accountant to create a trust that accomplishes all of your objectives, and we can fulfill various roles.
- As Trustee or Agent, we can manage assets as defined by the trust's terms
- As corporate fiduciary, we can ensure investments are properly managed
- Our services apply to revocable, irrevocable and charitable trusts
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.