With experience in all aspects of corporate trust and escrow agent services including, paying agent, trust, escrow and custody administration, our dedicated team provides expertise and comprehensive service to meet your needs.
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.
We understand your corporate trust and escrow service 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.
We work with issuers and obligors of corporate and municipal debt to serve as trustee and paying agent for a variety of transactions.
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.
We offer additional trust and agency solutions to fit your needs.
We offer unique trust and agency solutions for large-scale and uniquely-structured transportation, infrastructure, real estate and other structured-financing projects in addition to our traditional corporate trust and escrow services.
We strive to meet the broad needs of borrowers and bondholders, navigates trouble spots as they occur, and helps protect bondholder value.
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.
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.
Our corporate 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 offices ready to serve you.
Take a closer look at UMB's trust and custody portal which is your portal for real-time access to trade-date and settlement-date information, as-of reporting and posting of all transactions. The simple, intuitive interface is easily customizable, so you'll have access to the information you need, when you need it, including:
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).