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Your Financial Partner for Life


Closely Held Corporations & Business Management

Our team of specialists has the experience needed to handle the complexities of private business interests. Whether monitoring business activity with a traditional reporting process or taking an active role as advisors to the management team, our trust professionals will ensure that we meet your specific objectives. Our services include:
  • Evaluating private business entities, including corporations, limited liability companies, and limited partnerships
  • Determining fair market values
  • Facilitating the creation and maintenance of appropriate documents, including articles of
  • incorporation, bylaws, operating or partnership agreements, tax returns, and financial statements
  • Monitoring dividend and distribution transactions
  • Selling or transferring holdings
  • Acting in an advisory capacity with respect to corporate governance
  • Overseeing management activities
We also offer professional trust administration services and asset management to help you preserve and grow your wealth.
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Specialized Solutions
Specialized Solutions
Banking strategies tailored to your unique needs.