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Directed Trustee Services

We understand when you’ve developed strong investment relationships beyond our bank, you often prefer to continue these relationships going forward. Our flexibility allows us to put your priorities first.

As part of your team and with proper planning, we are able to administer your trust as a corporate fiduciary and still follow the investment direction of an appointed advisor of your choosing. It’s a win-win. As a directed trustee, our experienced trust professionals are able to provide independent and objective account administration.

This approach gives us the ability to work hand-in-hand with your financial advisor to meet your family’s financial needs. We welcome that partnership opportunity.

Together with your advisor, we’ll work closely to facilitate and coordinate any investment transactions. The ultimate goal is to create a seamless process for you and your family. Our success is defined by yours.

Services include:

  • Administrative fiduciary duties
  • Safekeeping of assets
  • Recordkeeping and accounting
  • Any appropriate trust tax reporting
  • Facilitating and coordinating any investment transactions