Corporate and Municipal Trust

Local teams. Nationally ranked.

UMB is nationally ranked and regional in our service delivery. For more than 75 years, we’ve served corporations, municipalities, school districts and non-profit issuers. Building a solid reputation with our dedicated regional teams and comprehensive service.

Corporate and Municipal Trust

Local teams. Nationally ranked.

UMB is nationally ranked and regional in our service delivery. For more than 75 years, we’ve served corporations, municipalities, school districts and non-profit issuers. Building a solid reputation with our dedicated regional teams and comprehensive service.

Niche experience

We have experience in every aspect of corporate trust and escrow agent services, including trust, escrow, paying agent and custody administration.

Single point of contact

You have direct access to your UMB relationship manager when you need it. We get to know your organization, so we can partner with you every step of the way. We have a reputation for quick turnarounds in account opening, legal review and compliance review.

Time-tested, reliable and independent

UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.

Schedule a consultation with a UMB Corporate Trust team member.

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Corporate and Municipal Trust and Agency Services

Unparalleled breadth of service

UMB’s range of trustee services to issuers and obligors of corporate debt and municipal debt is unmatched even by the largest institutions. We offer support as your:

  • Bond/note trustee
  • Paying agent
  • Collateral agent
  • Settlement agent
  • Escrow agent
  • Custodian
  • Depositary

Efficiency in escrow

Acting as your independent third-party escrow agent, UMB can hold assets, invest funds, handle tax reporting and manage distributions for your business. We work closely with our in-house attorneys to establish clear communication and facilitate efficient escrow transactions. This includes support for:

  • Merger and acquisitions
  • Subscription and capital raise
  • Equipment leasing
  • Class action/litigation settlements
  • Asset purchases/sales
Additional Offerings

We offer other corporate trust and escrow agency solutions to a range of unique needs:

  • Bond/note trustee
  • Corporate debt
  • Municipal debt
  • Mergers and acquisitions
  • Reinsurance
  • Pre-need and funeral home arrangements
  • Environmental projects
  • Healthcare bonds
  • Charter schools
  • Delaware statutory trustee
  • 1031 exchanges

Questions about a Corporate Trust or Municipal Trust? UMB has answers.

Corporate trust and escrow agency services

UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.

Learn more about UMB corporate trust

Institutional Banking

UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace.

Discover why UMB for your institution