Print | Email

tcm:9-41684

Your Financial Partner for Life

tcm:9-41873

Trust Administration Services

The Private Bank administers a full range of trusts, including:
  • Living trusts established during your lifetime, allowing you or your trustee to manage your assets according to your wishes
  • Testamentary trusts established at death by your will, transferring your assets to a trustee who manages them according to your instructions
  • IRA rollover trusts to keep your retirement assets growing tax free throughout your lifetime
  • Charitable trusts to support the work of your favorite charity; these may also be structured to provide personal financial security and valuable tax advantages
  • Foundations or endowments allowing you to leave a lasting legacy and set the direction of your charitable gifts
  • College scholarships to make a difference in someone's future

Professional Asset Management

We work with our investment advisory subsidiary, HighMark Capital Management, to design an investment strategy that meets the goals of your trust structure.
 
We also offer specialized services to administer and manage special assets held in trust, including oil, gas, and mineral interests; closely held companies; limited partnerships; and real estate.
tcm:9-43247
Locate a Relationship Manager
Find a Relationship Manager
tcm:9-41823
Have Us Contact You

At a time that is convenient for you.

Schedule
tcm:9-42144
Financial Focus
Financial Focus
Tax and estate planning for the new year.
tcm:9-42155
Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.