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Trust and Estate Services

Whether you are the steward of family assets or want to protect the wealth you've worked to build, The Private Bank is here for you. We help clients fulfill the ambitions they have for their wealth with dedicated trust and investment management services.

Trust Administration

Comprehensive trust and estate solutions

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Estate Settlement

Streamlined settlement and distribution services

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Philanthropic Services

Administration of charitable and donor-advised funds

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Real Estate Management

Management services for commercial, industrial, and residential property holdings

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Oil, Gas, and Mineral Management

Unique industry expertise and knowledgeable asset managers

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Closely Held Businesses

Industry specialists who can manage closely held business interests

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Loan Management

Expertise in loans held in fiduciary accounts

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