Your Financial Partner for Life
Trust Administration ServicesThe 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 ManagementWe 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 specialty assets held in trust, including oil, gas, and mineral interests; closely held companies; limited partnerships; loans; intellectual property; and real estate.