Wealth Solutions

Trust and fiduciary services

Stewarding your legacy across generations with discipline, continuity and integrity.

Proven trust and fiduciary services

Ensuring your values endure across generations

Your legacy reflects your life, your values and your vision for the future — and it’s often best stewarded through independent trustee services. Whether for the next year or the future generation, our experienced team can create structured solutions customized to your family’s goals and execute them with disciplined fiduciary care.

Our philosophy

Acting in your best interests

The core principles of our approach to trust and fiduciary services.

Understand, honor and carry out the trust creator’s intentions in providing for the current and future beneficiaries.
Assume and uphold both the law and the trust agreement.
Act in the best interests of the trust and its beneficiaries.
Develop solutions that reflect our clients’ values, family circumstances and long-term goals.
Provide continuity and oversight across generations.
Administer trusts with discipline, care and transparency.

Trust and Fiduciary Offering

Ensuring your trust is managed with strength, continuity, and sound judgment

Governance and supervision

We ensure the trust is administered in accordance with its governing documents and applicable law.

Trust administration

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.

Asset trust management

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.

Accounting and record keeping

Ensure continued accountability. We maintain accurate, complete and up-to-date records and accounting systems for beneficiary and regulatory reporting.

Tax preparation and reporting

Perform tax reporting responsibilities. We manage and coordinate accounting systems with supporting documentation to deliver timely and accurate tax reporting.

Unique assets administration

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.

Broad legal framework

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.

Annual review

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.