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Trust Services

Personal Trusts

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Personal Trusts

Our dedicated team of trust professionals is committed to carrying out your legacy as you have envisioned. Whether we act as sole trustee or co-trustee, we strive to meet your family’s unique goals. You can have peace of mind that we will be there as your trustee when you need us, today, tomorrow or years from now.

How We Help

  • Local Administration – Our trust officers are empowered with streamlined decision making capabilities, no call centers needed
  • Experience – Many of our trust officers have 20+ years of experience in the industry
  • Flexibility – Our structure allows for alternative trust structures and unique asset holdings

Why Partner with Us

Tailored Solutions
We offer flexible solutions tailored to your estate planning needs and we are supportive of alternative trust structures.
Lasting Legacy
Our approach offers generations of families a long-term solution to maximize opportunities associated with life's events.
Personal Approach
Our experienced team takes our responsibility seriously to ensure that your legacy is carried out as you intended.
One Team
Our trust team possesses a diverse range of industry expertise, qualifications, and experience that allows us to take a comprehensive approach.
Customized Strategies
We acknowledge real estate and alternative assets are viable trust investments for many families and can build them into your trust solution.
We understand your financial wealth provides for your well-being and represents a significant part of your lasting legacy.
Shelly O'Byrne , Director of Trust Services
Trust Services Team
Our Team

Trust Services Team

Meet our team of professionals who have the expertise you can count on and the personal touch needed for thoughtful solutions.

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