Choose a Corporate Trustee PC1322-Digital

ESTATE PLANNING

CORPORATE TRUSTEE

How to Choose a Corporate Trustee

Establishing a trust to build, manage and protect your wealth is a great way to ensure your assets are handled according to your wishes. It is equally important to name a trustee who has the time, interest and ability to manage it. If you are evaluating a corporate trustee, look for: EXPERIENCE How long has the corporate trustee provided investment management and trust services? COMMITMENT TO THE BUSINESS Consider the size and professionalism of the staff, as well as research and investment capabilities. Have they made investments in their business (e.g., technology) to better serve you? COMPATIBILITY WITH YOUR FAMILY Do you foresee a long-term relationship with the team

Wealth | Investments | Planning Commerce Trust Company

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