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Your Financial Partner for Life

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Management of Loans Held in Trust

Our specialized group of trust professionals provides experience in loan management for fiduciary accounts. Whether a note receivable is part of an existing portfolio or represents a potential investment, our team has the necessary skills to evaluate and manage all forms of this specialized investment vehicle. Our services include:
  • Pre-acceptance review of the investment, including management of the environmental due diligence process if real estate is involved
  • Evaluation of the security for the note
  • Comprehensive document review
  • Receipt of payments from borrowers
  • Monitoring of real estate collateral for property tax payments and insurance coverage
  • Review of modification requests
  • Coordination with outside servicers
  • Follow-up on delinquencies, including management of the foreclosure process, if necessary
We also offer specialized services to administer and manage other specialty assets held in trust, including real estate; oil, gas, and mineral interests;; intellectual property; and closely held businesses and limited partnerships.
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Financial Advisor
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Wealth Planning
A strategic wealth plan to help you achieve what is important to you.