We administer all types of personal trusts, from the simplest form of living trust to complicated estate planning vehicles. Our expertise in acting as trustee or executor, and in doing so, providing continuity in your family's financial arrangements. Each estate or trust is assigned a team consisting of your portfolio manager, a trust or estate administrator, a tax accountant and a supervising attorney.
Services:
- Investment management
- Custody of assets
- Selection of brokers
- Collection and valuation of assets
- Bill paying, record keeping and accountings
- Tax return preparation and filing
- Income tax planning for trusts, grantors and beneficiaries
- Review and analysis of Will and Trust documents
- Periodic family meetings
Other services:
In today's investment markets, demand for premium securities servicing has never been greater – due to more complex processing requirements and higher operating risks. Investors Bank is well positioned to meet this growing demand with a strategy that's built on five key strengths:
- Exclusive focus on investment servicing – unlike other firms, the Bank does not operate competing asset management divisions and does not maintain any significant credit exposure.
- Integrated client service – while other firms employ a functional service approach, we integrate all custody and accounting functions into a single dedicated client service team. This results in a more customized and higher level of service.
- Integrated technology platform – other firms rely on separate custody and accounting systems. Conversely, we run a fully integrated, real-time custody/accounting system that eliminates redundant processing and reduces risk.
- Staff expertise – we recruit the best talent and make strategic investments in training and ongoing professional development.
- Risk management – controlling operating risk permeates all levels of our organization and is supported by comprehensive procedures and controls that address every aspect of our operations.
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