Earning someone’s trust can be difficult. With no objective other than earning and keeping your trust, you can be rest assured that your trust management needs will be met with the highest degree of integrity.
To us, wealth management is about family, not just the finance and banking. For parents and children alike, wealth raises questions and challenges which few people ever anticipate. Our services help address these issues. We can offer guidance for clients who, like us, place the highest value on their families and wish to navigate successfully through the challenges and potential problems that wealth can pose.
Trusts offer unique benefits of privacy, continuity and professional management, but can also create unique challenges. When written in a way that truly expresses your wishes, a trust can reward you with the peace of mind that knowing your family’s needs will be well served. Rely on our team of experts to help you design and manage your family’s trusts. We can act as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your Will can be carried out in a timely and efficient manner as planned. We seek to provide personalized trust services which can be coordinated with our investment and banking services to create further continuity.