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Trust Service

WEALTH MANAGEMENT

Wealth and Fiduciary Services is dedicated to the management of trusts and estates. As a Trustee/Executor of your estate or an Agent for the Trustee/Executor, we work with our clients to protect and preserve their assets through efficient methods of transfer of wealth and assisting in creating a personalized legacy.

Wealth & Fiduciary Services

  • Trust Administration services including serving as a Corporate Trustee, Co-Trustee or as the Agent for an Individual Trustee.
  • Expertise of trust and estate planning professionals who understand the regulatory, legal and tax implications of trusts and estate planning.
  • We provide a comprehensive approach to estate planning to understand our clients’ goals in creating personalized financial strategies.
  • Fiduciary investment management and administrative services tailored to the needs of our clients.
  • Servicing as an Executor, Co-Executor, or an Agent for Executor providing estate administration services.
  • Philanthropic services including investment and service options for nonprofit organizations, foundations and charitable trusts.
State Metropolis Bank
State Metropolis Bank is dedicated to supporting economic development in the communities it serves, State Metropolis Bank is a consistent market leader in Global Small Business Administration lending and is known for its local decision making. Companies can find solutions through the bank’s range of commercial loans, international banking services and award-winning Treasury Management solutions.
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