Corporate Trust and Escrow Services
UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.
Corporate Trust and Escrow Services
UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.
Holistic partner
With experience in all aspects of paying agent, trust, escrow and custody administration, our dedicated team provides expertise and comprehensive service to meet your needs.
Streamlined communication
With UMB, you have direct access to your relationship manager whenever you need it. By getting to know you and your organization, we are better able to partner with you and meet your needs throughout the process.
Flexible solutions
We understand your corporate trust needs don't fall into a one-size-fits-all approach. That's why we build customized solutions for you, typically with quicker response times than the largest providers.
Municipal and corporate finance
We work with issuers and obligors of corporate and municipal debt to serve as trustee and paying agent for a variety of transactions.
- Bond/note trustee
- Paying agent
- Collateral agent
- Settlement agent
- Escrow agent
- Custodian
- Depositary
Escrow agent services
Acting as your independent, third-party escrow agent, UMB can hold assets, invest funds, handle tax reporting and manage distributions. We work closely with our in-house attorneys and relationship management team to establish clear communication and facilitate efficient escrow transactions with a range of needs.
- Merger and acquisitions
- Subscription and capital raise
- Equipment leasing
- Class action/litigation settlements
- Asset purchases/sales
- Performance/contingency
Other trusts and agencies
We offer additional trust and agency solutions to fit your needs.
- Reinsurance trusts
- Pre-need trust
- Environmental trust
- 1031 exchanges
Specialty trust and agency solutions
We offer unique trust and agency solutions for large-scale and uniquely-structured transportation, infrastructure, real estate and other structured-financing projects.
Distressed debt and default workout solutions
We strive to meet the broad needs of borrowers and bondholders, navigates trouble spots as they occur, and helps protect bondholder value.
Key Features
- Dedicated team
- Reliable service
- Comprehensive solutions
- Real-time reporting
- Meticulous detail
- Efficient systems
- Customized to you
- Experience and expertise
FEATURED INSIGHTS
How an escrow agent works for your capital raise
If you are preparing to start raising capital for a new private placement offering, you have a lot on your plate.With the intricacies of regulation, requirements and setup that a new offering can have, it’s smart to ensure you have a solid understanding of the how, where and why of funds movement.
FEATURED INSIGHTS
Top considerations for a funeral trust
A trust program can be beneficial to both your organization and your clients—potentially generating trust income to help maintain your business while offering your clients a way to prepare for their funeral and cemetery care expenses.
National reach
Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. We have national reach, with offices across the U.S.
UMB InvestmentDirect™
UMB InvestmentDirect provides secure online access to your trust account, where clients can view portfolio allocation by asset class, percentage or dollar amount, as well as track its value over time. Additional features include tax lot information and summaries, transaction data and reporting functionality including:
- Data export
- Custom account group creation
- Statement view and download
- Custom free-form data queries
Schedule a consultation with one of our team members
Contact usClient onboarding
For businesses and institutions who would like to open a new UMB account or update a current account, we are required to collect certain information about the owners/controllers of the company. Use the following links to review or complete your Beneficial Ownership Certification Requirements and the Politically Exposed Persons and Sanctions Screening(optional).