Custody and Trustee Solutions
Discover custody and trustee solutions that offer asset management and strategic fiduciary oversight tailored to your specific needs and goals.
Streamlining Asset Management and Trust Services
Our custody and trustee solutions are designed to enhance your asset management strategy, offering a comprehensive suite of solutions that cater to your individual preferences and objectives. From directed and delegated trusts that afford you control over investment decisions to our specialized custody services that secure and oversee your assets, we ensure seamless integration of fiduciary responsibilities and investment management. We aim to align our solutions with your vision, providing a robust foundation for your financial legacy.1
Directed Trusts
Delegated Trusts
Corporate Trustee
Directed Trust Solutions
Directed trusts uniquely separate investment responsibilities from administrative duties, allowing for a tailored approach to asset management. This structure enables you to designate a trusted advisor for investment decisions, with the trustee focusing on administrative responsibilities and compliance. Our directed trusts ensure that your assets are managed per your strategic vision while upholding fiduciary standards.1
- Flexibility — Enables specific direction on investments and distributions, customizing the trust to your unique needs.
- Conflict Resolution — Offers a structured approach for resolving potential disputes to maintain harmony among all parties involved.
- Cost-Effectiveness — Provides a more efficient allocation of duties, potentially reducing overall trust management expenses.
- Asset Protection — Enhances protection through strategic structuring and clear delineation of responsibilities.
Delegated Trust Solutions
Delegated trusts streamline the trust management process by entrusting all duties, including investment and administrative tasks, to a professional trustee. This comprehensive approach ensures expert handling of your trust, aligning with your financial goals and providing peace of mind through professional oversight.1
- Efficiency — Centralizes trust management under experienced professionals, simplifying the process.
- Expertise — Leverages specialized knowledge for asset management and trust administration, optimizing outcomes.
- Flexibility — Allows for customized trust administration strategies, adaptable to changing needs and circumstances.
- Risk Management — Mitigates management risks through professional oversight, protecting the interests of all beneficiaries.
Corporate Trustee Solutions
Incorporating a corporate trustee into your estate plan offers unmatched expertise and objectivity. Our corporate trustee solutions are designed to complement your existing investment advisor relationship, ensuring that your trust is administered with professionalism and integrity.1
- Objective Decision-Making — Provides unbiased and professional trust management, ensuring decisions are made in the best interest of all beneficiaries.
- Continuity and Stability — Guarantees consistent trust administration, unaffected by personal circumstances or changes in individual trustees.
- Risk Mitigation — Adheres to rigorous standards and fiduciary responsibilities, minimizing the potential for mismanagement or legal disputes.
- Professional Accountability — Holds corporate trustees to high standards of conduct, with legal recourse available for any breaches of duty.
- Administrative Efficiency — Manages daily trust operations, reducing the administrative burden on beneficiaries and ensuring smooth execution.
- Distributions Management — Oversees both mandatory and discretionary distributions, ensuring that funds are allocated as intended.
- Financial Record-Keeping — Maintains detailed and transparent accounting records, facilitating clear communication and accountability.
- Tax Compliance — Handles tax filings and compliance, optimizing the trust’s tax position while adhering to regulations.
Explore Related Solutions
Conservatorship
Ensuring diligent management and protection of assets in accordance with fiduciary duties and legal requirements.
Read more
Revocable Trust
Manage your assets with flexibility using our revocable trust solutions, allowing for easy adjustments and planning according to your evolving needs and goals.
Read more
Successor Trustee
Facilitate a smooth transition and uphold your legacy with our successor trustee services, providing professional oversight and meticulous execution of your estate and trust plans.
Read more
Philanthropic Trust
Maximize your charitable impact with our philanthropic trust solutions, designed to align your philanthropic goals with effective financial and tax planning strategies.
Read more
Irrevocable Life Insurance Trust
Leverage our irrevocable life insurance trust solutions to ensure your assets are protected and efficiently transferred to your beneficiaries, minimizing estate tax impacts.
Read more
Ready to learn more? Let’s have a conversation.
Let’s discuss how our customized custody and trustee solutions can integrate with your investment objectives, delivering a strategic advantage to your trust management efforts.
Trust and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.