Our trust and estate planning team help clients ensure that the investment of their assets correspond with their tax, retirement and estate plan.

PERSONAL AND FAMILY TRUSTS

CHARITABLE FUNDS MANAGEMENT

RETIREMENT SERVICES

Our highly qualified trust administrators have extensive experience in handling inter vivos and testamentary trusts. When serving in a fiduciary capacity, we take seriously the duties and responsibilities specified in the trust agreement and work closely with clients and their advisors to develop a personalized application of the intentions of the grantors and the needs of the beneficiaries.

Investment Trust Company can act as trustee, co-trustee, successor trustee or in an agency capacity. Where we act in an agency capacity for a trust, we can support the designated trustee by assuming the administrative and reporting burden inherent to the position. As a full service trust company, we provide complete custody services for both fiduciary and agency relationships. Comprehensive fiduciary tax preparation is also an integral part of our trustee services.

CUSTODY SERVICES

• Maintain custody and safekeeping of assets.
• Collect and credit all income and dividends on payable date and disburse income as requested.
• Exercise fiduciary duties for discretionary payment requests as needed.
• Sweep all cash balances into high-quality institutional cash management instruments on a daily basis.
• Settle trades and execute buy and sell orders via our in-house institutional trading desk using some of Wall Street’s leading firms.
• Maintain detailed records of all account transactions and track changes to portfolio.
• Provide single source tax reporting and preparation of tax information summaries.
• Produce monthly principal and income statements, asset summaries and quarterly Investment Review Packages.
• Provide direct 24 hour a day, 7 days a week on-line access to account information.
• Provide comprehensive and client focused portfolio performance measurement reporting.
• Produce custom reporting and analysis on request.