Personal & Business Trust Services
Personal Trust Services
Personal Trust services meet an ever-growing need for many, not just the wealthy or aging. If building financial security, protecting and providing for loved ones, or sustaining the causes you love are important to you, then you should consider trust services.
UCB has been providing high-quality, affordable trust services for generations. We have the experience, resources, and results to offer you a wide range of expertise in all types of trusts.
We can help you organize and manage the assets you have worked hard to build and protect. Whether you are looking for trustee services, executor services, assistance with investments or management of farmland, our knowledgeable staff will work alongside you and your advisors to develop and implement a plan that will suit your needs, both present and future.
UCB offers a full range of fiduciary services, including those listed below:
- Family Trusts
- Special Needs Trusts
- Estate and Executor Services
- Farm Managment
- Professional Investment Management
- Living, Charitable, Life Insurance & Land Trusts
- Guardianships and more
Business Trust Services
Trust services are not just for personal finances. Businesses of all sizes can benefit greatly from a wide variety of trust services. We offer a complete range of business planning and financial management services to help businesses and not-for-profit organizations succeed.
Business Services include:
- Business trusts
- Institutional custody services
- Business succession planning
- Endowment management services
Our experienced trust professionals work with business owners, boards of directors, and management teams to understand their options, meet their objectives and achieve success. To learn how UCB Trust Services can help your business, contact us today.