Relationship accounts built on Trust.
A Trust is an arrangement in which our Trust & Wealth Management team manages assets (cash, securities, and/or property) for the benefit of an individual or organization. A trust account can be set up in several different ways depending on your situation. A Trust account is usually created for those who:
- Need assistance managing financial affairs
- Want to keep family assets intact for future generations
- Want to reduce exposure to estate and inheritance taxes
- Would like to pass assets to a charitable organization
If you're interested in learning more about our Trust accounts, please Contact Us.
Investments: Not FDIC Insured, No Bank Guarantee, May Lose Value