Consumer and commercial banking products and services are offered through CIBC Bank USA. Member FDIC and Equal Housing Lender. All loans are subject to credit approval. Trust services and investment products are offered by CIBC Private Wealth Management. CIBC Private Wealth Management includes CIBC National Trust Company, CIBC Delaware Trust Company and CIBC Private Wealth Advisors, Inc. (a registered investment adviser) all of which are wholly owned subsidiaries of CIBC Private Wealth Group, LLC — and the private banking division of CIBC Bank USA. Trust services and investment products are not FDIC insured, not deposits or obligations of, or guaranteed by, CIBC Bank USA or CIBC National Trust Company, and are subject to investment risk, including loss of principal.
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Wealth Solutions
Proven trust and fiduciary services
Our philosophy
The core principles of our approach to trust and fiduciary services.
Trust and Fiduciary Offering
We ensure the trust is administered in accordance with its governing documents and applicable law.
Experience smooth, reliable management. We objectively carry out the trust creator’s intentions through day-to-day trust operations, processing distributions, beneficiary communications and conflict resolution.
Separate ownership from benefits. We actively manage liquid assets and provide fiduciary oversight of illiquid assets to carry out the trust’s long-term goals.
Ensure continued accountability. We maintain accurate, complete and up-to-date records and accounting systems for beneficiary and regulatory reporting.
Perform tax reporting responsibilities. We manage and coordinate accounting systems with supporting documentation to deliver timely and accurate tax reporting.
Manage and oversee unique and hard-to-value assets — such as closely held businesses or trust-owned real estate — that are held in a trust account’s portfolio.
Unlock access to leading trust jurisdictions. In addition to legal authority across the US, we can deliver the distinct advantages of Delaware trust laws through the CIBC Delaware Trust Company.
Rest assured. On an annual basis, we review each trust account and its terms to ensure our administration and management are happening in accordance with all requirements.
Independent oversight and administration that upholds your wishes.
A challenge for any business owner is knowing when and how to transition leadership. If you run a family business, the decision can be even more complex as family harmony and relationships are often at stake. If you have a strong desire to keep your
