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Trust Services
The PrivateBank offers trust and fiduciary services to assist our clients in planning for life’s challenges, as well as its rewards. Whether it’s protecting a child’s future, caring for aging parents, preserving the family business, or insuring a comfortable retirement, our trust professionals provide proactive planning and guidance. We will serve as trustee, co-trustee or as other fiduciary. We are steadfast in our commitment to protect your intent as well as your beneficiaries and assets.
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including loss of principal investment or premiums paid.
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Individual Retirement Accounts
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including loss of principal investment or premiums paid.
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Estate Planning Services
At a time that is often quite difficult for family members and loved ones, The PrivateBank can offer services during the estate settlement process. We can serve as successor trustee upon death providing professional services during the entire settlement process, or serve as an agent to family member trustees trying to navigate the challenges of inventory, record keeping, bill paying, management, and reporting. If probate is required in the estate settlement process, we can either serve as Personal Representative, or serve as agent to assist a family member Personal Representative through the required tasks of asset gathering, inventory, custody of assets, and record keeping and reporting requirements.
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including loss of principal investment or premiums paid.
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Other Accounts
The PrivateBank offers a variety of services to meet a client’s specific needs. Custody accounts may be used for those who wish to self direct their investments, however they need a place to hold those investment assets and someone to maintain records for them. We can serve as an escrow agent for a variety of client needs – are you selling your business for example and need an agent to hold the securities while the sales price is determined and to deliver upon completion of payment? Do you have assets held for investment such as real estate and would like to defer capital gains? A 1031 exchange with The PrivateBank serving as your qualified intermediary may be the best course of action for you. If you are pledging investment assets as security for a loan we can hold and maintain those assets and provide record keeping in accordance with that pledge agreement.
Disclaimers:
Insurance or investment products are: a) NOT insured by the FDIC, or any other state or federal agency which insures deposits; b) NOT a deposit or other obligation of, underwritten or guaranteed by, The PrivateBank, or any affiliate; c) subject to investment risks, including loss of principal investment or premiums paid.
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