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Customer Service

Trust Management Services

The Private Wealth Management group is a full-service investment advisory, trust and custodial organization that combines the strength, resources and expertise of a multi-billion dollar asset management firm with the personalized service of a private bank. As a client you will enjoy and can take advantage of a full range of trust and custody services, including financial planning, investment management, individual retirement accounts and specialized asset management.

Estate Planning & Trust Services

  • Living Trusts
  • Dynasty Trusts
  • Charitable Trusts
  • Trustee Services
  • Private Foundations
Estate & Probate Administration

  • Inventory and appraisal of assets
  • Bill payment
  • Tax preparation
  • Asset management
  • Escrow services
Charitable Trusts & Private Foundations

  • Overall administrative services
  • Compliance and regulatory activities
  • Bookkeeping
  • Customized reporting
  • Board meeting coordination
  • Grants management
  • Community relations
  • Facilities use
Real Estate & Unique Assets

  • Property
  • Notes and Mortgages
  • Closely Held Interests
  • Commercial
  • Personal & Farm
  • Mineral Interests
  • Tangible Personal Property
Fine Art Management

  • Consignment and sales
  • Appraisals
  • Storage
  • Conservation/Restoration
  • Insurance
  • Research
  • Transportation

Services