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Your Financial Partner for Life

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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 additional income and potential valuable tax advantages
  • Foundations and donor advised funds allowing you to leave a lasting legacy and set the direction of your charitable gifts

Professional Asset Management

We will also design an investment strategy that meets the goals of your trust structure.###DISCLAIMER:2_0 Highmark SEC###

We also offer specialized services to administer and manage specialty assets held in trust, including oil, gas, and mineral interests; closely held companies; limited partnerships; loans; intellectual property; and real estate.
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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.