Trust Services Brochure

A Team Approach with Specialized Services Together with other professionals, such as your CPA and personal attorney, we coordinate our specialized expertise and resources to customize solutions for your current situation and life goals:

Trust, Wealth and Estate Planning • Wealth and legacy protection • Charitable giving • Trusteed IRAs • Trust services • Estate planning and administration • Trust tax services • Real estate protection • Bill payment • Financial Power of Attorney

Risk Management • Review insurance needs • Long-term care • Income stream planning

Private Banking • Lending solutions • Cash management • Concierge service

Investment Management • Individualized portfolios • Concentrated stock holding strategies • Multi-manager accounts • Due-diligence selection and review

Financial Planning • Asset allocation guidance • Cash flow analysis • Retirement planning • Education planning • Stock option analysis

• Institutional investments • Foundation investments

Trust & Estate Planning

YOU

Financial Planning

Risk Management

Private Banking

Investment Management