Private Client Services

​At Bankers Trust, our wealth advisors help clients achieve their financial goals through personalized financial planning and advice. We offer a broad range of services to meet your unique needs. Learn more about each of our services below or contact us  for more information.

Comprehensive Financial Planning

For affluent families with numerous challenges and objectives, the importance of a comprehensive approach to financial management is critical. Your dedicated team will collaborate with internal and external professionals to provide counsel and strategic advice in several areas, including:

  • Tax and accounting
  • Insurance coverage
  • Estate planning
  • Retirement strategies
  • Charitable gift
  • Legal issues

Understanding Your Objectives

Our comprehensive approach to financial planning is the cornerstone of effective wealth management. We strive to gain an intimate understanding of your needs, your aspirations and your concerns. Your Wealth Advisor coordinates a team of on-site financial specialists that will collaborate to synthesize a plan to meet your unique situation. We help by creating a plan that will uncover and qualify your goals, inventory your current resources, and create a roadmap of solutions to achieve your goal.

Trust Services

When it comes to helping protect and manage your assets, a trust may be one of the best, most flexible tools available. Trusts allow you to direct how your assets are managed during your life and after your death. Many people assume trusts are only for the ultra-wealthy, but that is a misconception. Simply defined, a trust is a legal arrangement for holding and transferring assets on behalf of your beneficiaries or an institution.

To establish a trust that fits with your entire financial plan, your wealth advisor will guide you through the process and oversee your trust assets. Our trust experts will manage the administrative and legal details. Our services are flexible, and we can serve in a number of capacities, including: trustee, administrator, investment manager, or custodian. Among the types of trusts we commonly serve are:

  • Revocable Trusts
  • Irrevocable Trusts
  • Investment Management Agencies
  • Trusts Under Will
  • Marital & Bypass Trusts
  • Charitable Lead/Remainder Trusts
  • Grantor Retained Annuity Trusts
  • Irrevocable Life Insurance Trusts 

Probate and Estate Settlement

Settling a loved one’s estate and going through probate can be an experience fraught with tension and confusion. Having an experienced, compassionate partner like Bankers Trust to manage this difficult process can be invaluable during these difficult times. 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 and liabilities
  • Secure and value property
  • File necessary paperwork
  • Evaluate and settle estate debts
  • Prepare tax documentation
  • Pay estate taxes and other fees
  • Coordinate outside professionals
  • Transfer remaining assets to beneficiaries

Charitable and Planned Giving

When the time has come to think about leaving a legacy, your Private Client Services 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

Investment Management

Investment Management at Bankers Trust is the process of how we organize and deploy our clients' investment resources in order to help them achieve their current and future goals. Our priority is to understand you and your priorities. Your Private Client Wealth Advisor coordinates a team of on-site financial specialists who use their expertise to tailor solutions to your needs. Our approach addresses your whole financial picture, from retirement planning, to educational funding, to managing risk and developing appropriate investment strategies.

A Flexible Approach

Our services are broad and flexible. Our team of experienced Portfolio Managers can manage your investments on-site, or we can serve in a more consultative role, helping to select specialized independent money managers and performing analytical and oversight services. We also offer the expertise of BTC Capital Management or institutional investors requiring the services of a Registered Investment Advisor.

Our investment management approach addresses your whole financial picture, incorporating a broad range of issues, including:

  • Personal budgeting
  • Funding educational expenses
  • Understanding investment risk
  • Constructing broad investment strategy
  • Investment manager selection
  • Tax-efficient investment
  • ​Managing risks of disability and long-term care
  • Reducing estate taxes
  • Leaving wealth wisely
  • Utilizing employer-sponsored retirement plans
  • Managing debt effectively


A Cyclical Approach

Financial planning is not a one-time event, but a cyclical process that adapts to meet your life's changing circumstances.  As such, we will periodically review your financial plan, not just to gauge whether you are on track, but to ensure that the plan itself accurately reflects changes, such as the birth of a new child or adjustments to the tax code.

Helping you create a strategy to meet long-term objectives

When investing trust assets, the team works with you and your portfolio manager and wealth advisor to establish specific goals for your account. In making this determination, we'll ask you or your current trustee to complete an Investor Profile Questionnaire. The information will help assess the level of investment risk you or the trustee(s) are comfortable with, and what specific directives, if any, are included in the trust document. Using this information, our investment team proposes a strategy specifically geared to meeting the long-term objectives of the trust.

Connect with a Wealth Advisor

If you’re ready to get started with personalized financial planning from the Bankers Trust Private Client Services team, meet our team and give us a call today.

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Bankers Trust Annual Report
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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.
Private Client Services | Bankers Trust Wealth Management