EARNING SOMEONE’S TRUST CAN BE DIFFICULT. WE HAVE NO OTHER OBJECTIVE THAN EARNING AND KEEPING YOUR TRUST.
WE WANT YOU TO BE CONFIDENT 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 that wealth can pose, as well as help future generations benefit from the family’s wealth.
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 knowing your family’s needs will be well served. You can rely on our team of experts to help you design and manage your family’s trusts.
We can serve 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 that the wishes expressed in your will can be carried out in a timely and efficient manner as planned. We seek to provide personalized fiduciary services that can also be coordinated with our investment and banking services to create further continuity.