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Bankers Trust

Bankers Trust
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Wealth Management/Personal/Personal Trust

Personal Trust

Services

Personal Trust Administration

Trusts are often used to reduce estate taxes, to avoid probate, or to guide the future use of inherited wealth. Bankers Trust has long been a faithful partner to families in the administration of trusts, and we take great pride in the fact that our client relationships often span generations. We are a full-service trust provider with fiduciary or administrative responsibility for over $4.5 billion in client assets. We have the expertise to accommodate trust needs from the basic to the complex.

At Bankers Trust, each relationship is a priority. Our team​ of Trust Officers is dedicated to administering trusts faithfully and to delivering the highest level of service and attention to our clients.

Probate & Estate Settlement

When we are engaged to settle an estate, we coordinate the process to ensure it is done properly and efficiently. This process includes:
  • Identify estate assets & liabilities
  • Secure & value property
  • File necessary paperwork
  • Evaluate & settle estate debts
  • Prepare tax documentation
  • Pay estate taxes & other fees
  • Coordinate outside professionals
  • Transfer remaining assets to beneficiaries

Charitable & Planned Giving​

When the time has come to think about leaving a legacy, your Private Client Wealth Advisor will discuss various strategies and help you devise a plan that best meets your objectives—both financial and philanthropic. Some of the more common philanthropic alternatives include:
  • Charitable Lead​ Annuity Trusts
  • Charitable Lead Unitrusts
  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Unitrusts
  • Private Family Foundations
Insurance Services

Insurance can play a useful role in an effective financial plan, including: 
  • Protect dependents from the financial difficulties caused by your incapacity or premature death
  • Act as a tool for estate planning and/or retirement funding​
While developing your financial plan, your Private Client Wealth Advisor will:
  • Evaluate the performance of your existing policies
  • Advise you on the adequacy of your current coverage
  • Recommend alternatives that are focused entirely on your needs

Investment Management Services​

​We offer extensive analytical resources to help you develop effective investment strategies. We are able to provide active investment management through our own on-site Portfolio Managers, or we can serve in a more consultative role, helping you select independent specialized money managers in an open architecture environment. 

Our investment capabilities i​nclude:
  • Investment Policy Development
  • Asset Alloca​tion Analysis
  • Portfolio Structure
  • Investment Manager Selection
  • BTC Core Equity Strategy
  • BTC Core Fixed Income Strategy
  • Portfolio Performance Analysis
  • Alternative Asset Classes
  • Separately Managed Accounts
  • Mutual Fund Portfolios


Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.

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