WE WORK FOR YOUR TRUST
When it comes to setting up a trust, trust is an essential component. You not only want someone who is experienced, you want someone who understands and honors your wishes and will advise you on what’s the best way to structure your trust, so it works to protect and enrich you and your family members in the years ahead.
CapitalMark’s Trust Services focus on the traditional aspects of trust management, such as acting as your trustee, maintaining your assets and managing the distributions to your designated beneficiaries. When it comes to investments, if you or your beneficiaries have an investment advisor you feel comfortable with, we will work with that individual. As your Trustee, we will monitor your advisor’s performance and alert you or the beneficiaries if we feel the performance is in question or there are other investment issues that need your attention.
If you don’t have an investment advisor, we have arranged for services from trusted independent investment advisors. These advisors give us the ability to develop and implement sophisticated investment strategies that are designed to maximize returns and minimize risk. Our advisors also monitor your investment portfolio, balancing investments to fit life stages and your beneficiary’s specific needs.
When it comes to Trust, CapitalMark is focused, experienced, and flexible. Call us today to discuss your planning or wealth needs.